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

To: JDN who wrote (30066)	4/6/1999 2:04:00 PM
From: RAVEL	Read Replies (2) \| Respond to of 31646

The Denver Post Don Knox Column Apr. 4 (The Denver Post/KRTBN)--LOTS OF COLORADO COMPANIES' PROFITS LOOKING UP: It's that time of year when investors fret about the corporate profit picture. Once again in Colorado, all eyes are on the corporate lack-of-profit picture. The reasons are many: We have many cable companies, many oil and mining companies, and -- recently -- many Internet companies. In short, we have many companies that may not have profits for years to come. Happily, it's not universal. And a quick review of recent profit forecasts from Bloomberg Financial Markets is fairly shocking: Thirty-nine publicly traded Colorado companies are expected to see higher profits in the first quarter vs. 30 expected to report lower profits. (Eleven are seen unchanged.) Who are these diamonds? We wondered, too. One is Frontier Airlines, which somehow is thriving at pricey Denver International Airport in the shadow of the much-larger Chicago-based United Airlines. Profits in the first quarter for Frontier (ticker: FRNT) are pegged at 44 cents a share, up 291 percent. The stock's up big, too. Wonderful. Colorado's other home-grown airline, Atlas Air (ticker: CGO), has no operations at DIA and flies cargo, not passengers. But its forecasted profits have been steady and strong: They'll jump 78 percent a share in the first quarter, if skies remain friendly. Colorado software developers and system integrators are doing fabulously. In order of performance: Tava Technologies (ticker: TAVA), per-share quarterly profit estimates up 750 percent; Rogue Wave Software (ticker: RWAV), up 350 percent; Spatial Technology (ticker: STY), up 233 percent; and New Era of Networks (ticker: NEON), up 122 percent. Not all tech profits are viewed equally. Integration consultant Ciber Inc. (ticker: CBR) has forecasted third-quarter '99 profits seen rising 36 percent -- dramatically slower than in the recent past. It shows in the stock, down nearly $12 since February to $17.56. Of course, a 36 percent rise in quarterly profits would be a godsend for stalwarts like brewer Adolph Coors Co. (ticker: RKY), computer-storage device maker Storage Technology (ticker: STK) and envelope giant Mail-Well (ticker: MWL). As it is, their profits are expected to rise 11 percent, 11 percent and 23 percent, respectively. Almost no one's complaining. A few of our expected profitmakers are turning corners, of sorts. TeleTech Holdings (ticker: TTEC), a big player in customer-service outsourcing, is forecast to earn 8.1 cents a share, up from 7 cents and reversing a bit of a downward slide last year. (It never came close to being unprofitable.) And Hauser Inc. (ticker: HAUS) is expected to see a 7-cent-a-share profit in its fourth quarter, 158 percent better than a year ago. Some local manufacturers also are expected to thrive this quarter, especially those concentrating in high-tech niches. One example is circuit-board maker DII Group (ticker: DIIG), up 121 percent. Another is software packager StarTek (ticker: SRT), up 18 percent. Plenty of other firms are seen profiting, too, but space prevents a fuller accounting. Only kindness, however, keeps us from detailing the losers -- though probably, you can guess them. That's right. They were the usual suspects. Don Knox's column runs Sunday, Tuesday and Thursday. His e-mail is dknox@denverpost.com. By Don Knox

To: JDN who wrote (30066)	4/7/1999 7:51:00 PM
From: threadneedler	Read Replies (2) \| Respond to of 31646

Observations: JDN: Considering some of our parallel investing tracks (SUNW & EMC...talk about last year's no brainers),I was saddened that you would accuse me of lack of DD. Why do you think I continue to tuck a few dollars into TAVA? Very tasty revenue increases over the last three years; finally, a net income bounce; Debt/Equity pared down to acceptable level; price-sales dandy; Book value, while still modest, steadily increasing; ROE, great! and at last, a real live profit margin!!! Don't quite know what to make of AMR gathering. Frankly, I can't imagine supposed 350 security analysts trekking to Seventh and 52nd at $995.00 a head, unless they let those types in free. At first glance, it doesn't look like there's a real draw here...but I'm not sophisticated in the ways of the street, so maybe somebody else can tell me what the appeal is. I'm not especially impressed with so-called 'sponsors'. I was happy to see a genuine large capper in Oracle, which currently needs some help. Peoplesoft is way off their highs; Trion is so tiny, it should be called a quark-cap(with about as much of a charge); Aspen Technology is kind of entertaining, seeing as how they're one of the worst performers on the street...You get the idea. Aside to Olu. You sold Keane??? Say it ain't so, brother. Having said all the above, a tiny part of me is tempted to attend anyway. I miss the Port Authority bus hauls from Newark. Yes, Newark! I doubt I'll go, but if Captain Jack (MM or no)is going, I might keep him company. Have to do some quick schedule checking. Rick: Thanks for your reasoned response. I still think you're the guy to chat with JJ. You talk the same language and would know the appropriate questions.