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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: CalculatedRisk who wrote (22152)8/16/1998 8:56:00 PM
From: Piotr Koziol  Read Replies (2) of 31646
 
CR, you have just ignored the full context of the "revelation
of declining sales" ! May I direct you to the post #22159:

Message 5510829

"Finally, from one familiar with the industry for too many years, I like
the comments they make about reducing the material and subcontract
content of their projects. It just doesn't make sense to provide hardware
on a project when you make only 10% on it and have to deal with the
follow on warranty replacements, etc. When you are required to provide
the hardware because the customer demands, fine, but when you can
avoid it, gross margins go up - way up. If this causes a reduction in gross
sales, then so be it."

CalculatedRisk,
PLEASE don't forget that some of us pay a little more attention
to the full context than you give us credit for. So don't insult
people's intelligence by just shouting negative propaganda.
Do you still NOT understand that material sales may go down
but profits per share go UP in the CORE business?

Respectfully,

/Piotr
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