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Technology Stocks : TAVA Technologies (TAVA-NASDAQ) -- Ignore unavailable to you. Want to Upgrade?

To: JOHN R. PERKINS who wrote (29471)	3/11/1999 12:42:00 PM
From: JDN	Read Replies (1) \| Respond to of 31646

Dear John: Excuse me, but did you leave a word out in front of JOB? JDN

To: JOHN R. PERKINS who wrote (29471)	3/11/1999 1:24:00 PM
From: Karl Drobnic	Read Replies (3) \| Respond to of 31646

On "perception" and stock price: The perception of TAVA as a Y2k stock is most likely the root of the stock price undervaluation, and a powerful argument for a new approach to PR. The philosopher Nietzche observed something like this: "It is not what you did that makes me angry. It's that what you did forces me to change my opinion of you." There is a powerful psychological barrier to changing one's opinion. It is an admission that one is wrong. Brokers are busy people. Several months ago, it became fashionable to say, about Y2K companies, "Yeah, but what's that company gonna do after 1/1/00." The line effectively dismisses a whole category of companies from the universe a broker must monitor and research. JJ strove from the outstart to avoid being labelled a Y2K company, but to no avail. TAVA got labelled. So TAVA now faces the daunting task of a perceptive makeover. Remember when you were a teenage kid and thought maybe a different haircut or a new style of dress might get you into this or that social group? Your makeover probably didn't work, or was met with scornful teenage comments from schoolmates. Nobody cared that you got the haircut. They just didn't want to change their opinion of you because that would take thinking time. Maybe there was more to you than the teenage niches (the institutions) knew about. But your attempt to surface the rest of the inner you was an imposition on their comfortable world. So, too, in the stock market. The institutions categorize everything, just like teenagers in high school assign everyone to a group. TAVA's been assigned to the Y2K group, and it as difficult for the busy institutions to see the TAVA that is emerging as it was for the teenage groups in high school to see where their classmates would end up a few weeks/months/years down the road. Perception plays a mighty roll in stock prices, and it often clouds the facts.