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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: Richard S. Schoenstadt who wrote (9293)1/23/1998 1:35:00 AM
From: Andrew H  Read Replies (1) of 31646
 
>>If only 200 CD's were ordered at $4,000 per then Tpro should have increased their revenue by $800,000. If you use the $20,000 estimate that Jenkins gave as an average that would be $4 million.

Yet Tpro is predicting only 1 to 1.5 million in yr 2k revenue in the 2nd qtr and if you read the conference call and take into account the news that revenues will be flat qtr. to qtr, it seems obvious to me that most of that revenue is service revenue.

My own opinion is that CD sales are not going that well so far.<<

Your points about the CD are well taken, IMO. After all, the incredible revenue and earnings projections which have been put forth on the thread are based largely on CD sales and the data base access revenues which will follow them. If these do not occur as we have hoped, growth will be much slower. Also Scott had raised our expectations by saying he expected many CD's would be purchased upon receipt. He must have had some guidance from the company. It seems those expectations have not been met. Of course, it may simply be that many companies have not yet come to take the embedded chip problem seriously.

Management should be closely questioned in this regard at the annual meeting.
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