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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: bob oserin who wrote (16874)5/14/1998 10:13:00 AM
From: Karl Drobnic  Read Replies (2) of 31646
 
Bob: I thought about the lawyer sitting in on the conference call, and I thought about Kevin Fallon saying "follow the money", and being emphatic that he was describing Tava reality, not dreams. I thought about 2,300 sites x $20,000 tool sales. I thought about 2,300 sites x $60,000 in services. I thought about "x $8" for full remediation, and Kelsall's description of rapidly improving revenue mix. I took Jenkin's $8-$10 million in May Y2K revenue to be confirmation that the tidal wave is crashing over the headlands. I asked myself why they put top management on hold for a 5-day meeting in California. Tava's got a huge amount of business lined up. Getting new business is no longer the focus. Leveraging it to the max, and keeping the best clients for Post Y2K is the focus.
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