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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: JDN who wrote (24066)10/21/1998 10:49:00 AM
From: Karl Drobnic  Read Replies (2) of 31646
 
With $26 mil. in new Y2K orders in Q1, my guess is that it virtually assures at least another 35,000 hits on the database in Q2 - to go with the 35,000 Jenkins estimated for Q1 in the 9/23 conference call. This is some remarkable high margin cash rolling in even if some of the clients are getting volume discounts from $200/hit retail price. This is the way the Wonderware deal was supposed to work. It's just happening 9 months later than we thought.
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