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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: C.K. Houston who wrote (16659)5/12/1998 9:02:00 PM
From: Quad Sevens  Read Replies (2) of 31646
 
<<< Speak for yourself. THIS investor has been here since last July ... because CD could result in
remediation contracts ... which could result in post-Y2K business. I'm not interested in a
fly-by-night, short-term operation. >>>

Well, no one was talking that way, including you, in your post

Message 2457832,

where you summarize the enthusiastic projections of CD ROM revenues from this thread. Look at the huge numbers and optimism there. It was hardly possible for all of the CD usage at that level to turn into I&A contracts, much less remediation contracts. Let's not pretend, C.K.

I'm fully aware of the 60 day (90 day?) trial period and all of that stuff. But it was Jenkins himself who said at Redchip that the CD sales through Wonderware had been disappointing. (Tell Jenkins "anyone with any sense who's followed threads and actually read details ... couldn't have expected any substantial return until possibly April" so that he won't be so disappointed next time.)

TAVA has done incredibly well in landing service contracts, with more to come. But those will never generate the kinds of revenues we were talking about in October via CD sales. Perhaps the CD sales will start kicking in, and perhaps Jenkins's 225 bucks an hour for services will soon be a reality. That would be great. But TAVA is not the bargain now at 12 3/8 with significantly diminished CD sales prospects (but greater service contract potential) as it was in October at 5 and change with our then optimistic forecasts.

Wade
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