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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: Jack Zahran who wrote (23459)9/23/1998 1:57:00 PM
From: Rick Bullotta  Read Replies (1) of 31646
 
You were practically tugging JJ and Kevin along! Gunning for Scott Liolis' job? <g>

First of all, it was a very, very good CC. Lots of meat, no amateur idiot questions, and the TAVA execs sounded "on" (though Larry Hagewood probably said a few things he shouldn't have! <g>).

What I came away with is the feeling that their PR/IR effort is, indeed, horrible. There was SO MUCH substantive stuff in the CC that we simply don't hear through other avenues.

Additionally, I heard some EXTREMELY encouraging "positioning" going on in terms of where TAVA wants to take the company post Y2K. First time I've heard it clearly elucidated. Now they need to support this message with promoting the company consistently with this new strategic mission.

Still, it does all come down to earnings, and I hope they get that straightened out sooner rather than later.
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