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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: JDN who wrote (8997)1/16/1998 3:34:00 PM
From: John Mansfield  Read Replies (2) of 31646
 
Re: '...This OUGHT to be the hottest sector in stocks for 1997'
Dear JDN,

I am baffled the way you are! I cannot talk for the US; only for Europe. I see the following standing in the way, among many other obstacles:

- Euro takes a lot of attention away from y2k

- many interests of suppliers; e.g. for stock value

- political interests not to stir things up too much

- elections in several countries take a lot of attention (e.g. Germany)

- underestimation of the general awareness at highest levels in politics and enterprises

- something like 95 % of the information spreaded (internet, TV, papers is in english. Contrary to what most US and UK people, english is not the world language that everybody understands. It just takes time to translate etc; a lot of filtering takes place when you do not read the real source of the information; older CEO's, politicians in most larger european countries do not really read/understand english that well, and consequently only read in their native language.

- IT companies understand best. But they are still seen as 'hyping' the thing. Many people think that they are hyping to increase profits.

Regards,

John
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