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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: C.K. Houston who wrote (9523)	1/27/1998 10:02:00 AM
From: M. Frank Greiffenstein	Read Replies (4) of 31646

<<I've watched the ZITL machinations since the fall of '95. I don't see the correlation. Please clarify.>> Well, for the first time, you didn't bash me over the head with "TPRO is not ZITL !!" <g> The press release I was referring to was the Wonderware earnings annoucnement posted by Zebra. When I talk about "like ZITL", I am not making a comparison of companies, I am making a comparison of investment contexts. In both cases their were high expectations of a (a) rapid ramp up of revenues and (b) rapid ramp up of tools licensing because they had "the only game in town." I grew wary of Zitel because of the ABSENCE of news. No news is bad news when expectations are high. In TPROs case, we have a clear expectation of the franchising of TPRO services through WNDR. BUt this can hardly be the case if employees are slightly down at WNDR. And these is NO mention of y2k efforts at WNDR. So, another unfulfilled expectation. DefCon2 DocStone

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