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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: CalculatedRisk who wrote (12181)7/7/1998 9:11:00 PM
From: gamesmistress  Read Replies (1) of 13949
 
Bill, Well, I go away for a few days and look what TAVA does. :-)You have done a lot of homework on your stocks: my compliments, few people bother to actually visit a company or analyse the 10K's and 10Q's to the extent you do. However, I think the most recent TAVA annoucement shows that at least some of your info is out of date, in particular Wonderware's reaction to the CD. It looks now as if that negative experience is behind TAVA and they are succeeding in marketing the CD, database reports and services on their own. If TAVA continues to announce contracts with 85% or so of the revenue coming from the CD and database reports, that will look VERY good to the bottom line.
The next quarterly report will start to tell the tale.
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