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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: JDN who wrote (3747)10/8/1997 5:52:00 PM
From: John Hanzl   of 31646
 
Humm - My opinion on this subject is that the problem is pretty severe. I believe that this Y2K problem is HUGE - a real monster under the bed (or embedded into it...)

Industrial controls often are comprised of closed proprietary systems which employ embedded processors - often with One-Time Programmable memory to reduce parts cost and count. To fix these systems you need to throw them out (at least the u-processor). Plus - in order to conserve those precious bytes I am sure that the 'thousands' and 'hundreds' digits are fixed. Hence the Y2K problem.

Now, these systems probably don't use antiquated programming languages such as COBOL - worse, they use a mixture of high level languages such as 'C' and assembly language. I guarantee that there are orders of magnatude fewer qualified assembly programmers for a given u-processor than any other type of programmer. Plus these systems are very specialized (read $$$) and require specific expertise to even understand, both on the software and the hardware sides. A real headache. However - it DOES seem ripe for picking by a qualified company. This is why I am so excited about TAVA. They do seem to be the right people at the right time - with what appears to be sound business judgment.

I just would like to know, stock-wise, where this thing could possibly go in, say, 12 months. Cause come the end of 1999 I'm cashing out and heading for higher ground. Let's just say that things could get rather interesting at that time...

IMHO -
John
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