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Technology Stocks : Trading TAVA
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To: Tim J. Flick who wrote (172)2/25/1998 7:31:00 AM
From: Money Mood   of 655
 
Tim,

Having rethinked the merger, I believe it has much more positive potential then anything else.

1)It gives us European exposure.
2)I am 90% sure that Siebe's own embedded chips remediation product is rather complementor than a competitor to the TAVA's. I really doubt that Siebe has developed a database of US-manufactured non-compliant chips. Why should they? But we need more info and explanations from the company.If Siebe felt TAVA's product is a competition for their own - why should they encouraged Wonderware to continue its' marketing?

In case TAVA's product is not a true competitor to Siebe we get nothing but additional leverage here.

Viktor.
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