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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: Stuart Schreiber who wrote (16613)5/12/1998 2:44:00 PM
From: Karl Drobnic  Read Replies (4) of 31646
 
Stuart: Quality of questions on CC - you're right. The questions wasted a lot of time, and did not give TAVA officials a chance to expand on the TAVA story. That is one reason the conference call did not come off as upbeat as past calls. The Marshall Hyman question was good as it dug out new information. Most of the rest should have been confined to a private call to Scott. Also, announcing that the company lawyer was sitting at the table put a damper on things right from the beginning. There was a lot of excellent information, especially in Doug's attempt to explain the shift revenues, in John's attempt to explain how Tava figures backlog, and in Kevin's "follow the money". But delivery was opaque, and follow-up questions did not build on the base Tava laid down.
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