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

To: Chuck M. who wrote (29647)	3/21/1999 6:00:00 PM
From: Captain Jack	Read Replies (2) \| Respond to of 31646

Chuck--- I agree with what you say but feel it has 1 more run left. I also feel the rev of this qtr will be huge and two more coming before the bottom falls out on the high margin work. The whole world can say it is not a Y2K company but the whole world knows it has a ton of cash coming from Y2K. Many will bet the cash will be put to good use. Institutional investors would know everything about the company if it would give them reason to investigate. As soon as they see the volatility they look no farther. There are over 40 institutions holding an amount equal to what one of them would hold if there was stability and appreciation. Luck, hype,fear, and EPS will carry it up from here. I agree it will go below 5 and some margin will be called but 3 is not reasonable this year. Hell, it has been worse and bounced before. The bounces just do not go quite as high... so IMO your 6 should be cake,,, now mine at 9 is impossible IMO in this lifetime! Averaging down does not make much sense considering the trend,,, but history indicates it makes alot of sense if it would get to 3. Luck is right--- we all need it being long here...

To: Chuck M. who wrote (29647)	3/22/1999 12:50:00 AM
From: Marc Newman	Respond to of 31646

Eps will be half? I thought the estimate had been raised to .17 or .18? Given the recent history of beating this number and I hope a little extra-conservative booking of probable expenses last quarter (ie, some pennies in reserve), I'm now "expecting" .20 or so. A decline from last quarter, but that will be explained in the earnings release, I'm sure. I don't think that Joe Investor is in the stock to begin with, so he's not going to be selling. Now maybe it won't help Joe Investor to take a look at buy his first shares, but maybe replacing the year-ago-quarter (essentially break-even) will. Getting another analyst would help immensely. So would a better pr firm. If management is going on a road show, that can do wonders. Another stock I follow, EIDSY, just did the same and the stock has had a big run this year. One of our accountants on the MF board has been surprised at the low revenue for TAVA considering the head count and what he assumes the company could charge for this critical Y2K work. Maybe it is the case that Jenkins has cut a lot of deals, we won't charge you an arm and a leg for Y2K, but you hire us at a comparable rate for ongoing work after. So maybe margins won't be suffering as much. And tossing in 100 consultants by the end of the year should be good for margins too. Now if what Karl is talking about with the database continuing to have usefulness post-Y2k and if Y2k work continues for a year or more internationally, that's just gravy. Marc