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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: Karl Drobnic who wrote (29192)3/4/1999 12:45:00 PM
From: M. Frank Greiffenstein  Read Replies (2) of 31646
 
Somewhat wary...

Yes, this could turn out to be a big deal, but lets put this into perspective: How many of TAVAs many strategic alliances worked out in dollar terms? Remember its association with that large insurer, I think February 1998? What about that group that included Viasoft and Zitel? I don't recall that exact names, just the concepts. How much money has been made from Colordao Med Tech? Remember Wonderware? These alliances all died quietly. The list goes on and on. Only the TAVA-Beck alliance has generated money, and that is chump change.

I like TAVA very much at these price levels, but these "alliances" are not investable events. I think TAVA has done much better with quiet word of mouth campaigns in association with CSC and DDIM and others.

DocStone
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