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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Andrew H who wrote (10134)2/1/1998 4:36:00 PM
From: Gerald Underwood  Read Replies (1) of 31646
 
Andrew,

In many respects, we on the Topro thread seem to be way ahead of the curve. Consequently many have become impatient for the rest of the street to catch up. It has become apparent, however, that Topro can generate a large trade volume on news and this tells us that there is also a large amount of interest out there waiting for the right time and place to enter. As the NMS listing becomes approved the volume will take on a life of it's own. This combined with the perception and realization of a growing revenue base from the true roll out of the CD will create the supply and demand situation that all of us have waited for.

Looking back, Topro management's timing and business acceleration model with y2kone could not have been much more opportune. If they had been much earlier, they would have set off and allowed enough time for alot of copy cats to horn in on their ideas . Company budgets and mindsets would not have been ready to accomodate a rapid ramp up in business. Saving the best for post NMS listing would seem the best use of resources for IR and contract announcements. The cadence they have allowed would seem to place communication to the investment community where it will accomplish the most. That being successful conclusion and announcement of individual contracts when they are firmed and delineated with a fair amount of detail. In the meantime they have been busily stimulating the industry readiness and their own preparedness to address this massive need.

JMHO.

Gerry
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