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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Dr. J who wrote (12188)3/4/1998 4:34:00 PM
From: Richard S. Schoenstadt  Read Replies (1) of 31646
 
You certainly would think so.
The problem is these CD's which give access to the database should be selling like hotcakes if your reasoning is correct.
And they are clearly not.

(How do I know this. Well first look at total product sales for the second quarter. This includes CD's + compliance data reports.
Only $236,000. If that was all CD's at 4,000 per CD + 5,000 for database access you are talking few than 26 CD's.
But that's the max since supposedly Tava is also averaging 20,000 per compliance report or 44,000 for the whole deal.
That would be around 5 CD's if getting the full service. Also if they were selling lots of CD's they wouldn't be extending their free trial period from 60 to 90 days.
Also the stock price would be higher because word would be getting out.
Also I doubt that the long term holder (I am presuming considering the size well informed about the company) who was dumping in early Feb. would have been dumping. Also I doubt that Gill (director) would have sold another 15,000 shares in January. And last there would be more than just a strong possibility that Tava would make money this quarter.)

Now why is that these CD's aren't selling?
I have not heard a good reason yet.
The delay in Wonderware does not explain Tava's failure to sell to their core business - an effort they claimed to have started way back in July.
There may be good reasons. I can think of one myself.
But I'd be interested if any body else can come up with an explanation.

RS
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