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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Kathy Riley who wrote (16807)5/13/1998 12:51:00 PM
From: M. Frank Greiffenstein  Read Replies (2) of 31646
 
No, didn't miss it Kat...

I would have responded, but Stuart Schreiber felt I was posting too much, so I didn't bother.

Basically, the same answer. The TAVA investment thesis was heavily based on expectations of high margin CD-ROM sales. Please don't pretend it wasn't. Similarly, DDIM's rocketing stock price was similarly premised on anticipated sales of Ardes2000. when those sales did not materialize, DDIM plunged.

BTW, no, DDIM did not sign up all these customers. They only signed about three, yet revenue is still climbing at DDIM at a CAGR much greater than that of TAVA. You say TAVA signed up 100, and revenue is still flat. How do **you** account for that?

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