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Technology Stocks : Trading TAVA -- Ignore unavailable to you. Want to Upgrade?

To: Hawkmoon who wrote (463)	6/1/1998 1:35:00 PM
From: lbs	Read Replies (1) \| Respond to of 655

This only reflects the analysts belief that companies were slow to move from pilots to full remediation. He is still a strong bull on the long-term story, but wants to be conservative on his numbers until he gets more visibilitiy. It is less important that the next quarter is strong in terms of profits, it must be strong in terms of revenue. Profits will follow. TAVA has spent significant resources on getting their infrastructure in place, i.e. the TAVA/BECK JV, new staff, ect. while the recent slide is painful, the real question is where will this stock be in the summer of 99

To: Hawkmoon who wrote (463)	6/1/1998 1:42:00 PM
From: JDN	Read Replies (1) \| Respond to of 655

Dear Ron: Nope, dont have a link but its true. You can go to Zacks and get next quarters earnings estimate, should be 4 cents. My understanding is that they just slid everything back one quarter. That in and of itself doesnt mean stock will drop much. Prices based upon next year not this quarter. Even at 11 cents didnt support price. What supports price IMHO is that the upcoming year estimates exceed $1 a share in earnings. JDN