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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: John Hanzl who wrote (6791)12/3/1997 1:21:00 PM
From: Jim Wilke  Read Replies (1) of 31646
 
John, you are narrowly focused to say, "... if the problem is so convoluted that the whole system needs to be scrapped, then so be it. Guess who knows the most about the miriad of systems that comprise the clients plant(s)? I'll tell you - Topro! And who do you bet gets the contract, or at least liscences the knowledge-base to another SI? You guessed it - Topro.

While it is true that Topro's core business is factory floor integration, and while it is also true that Topro can do the work (for big $$$/hr), it is also true that other sytems integrators exist who are likely to be much cheaper than Topro's premium price. Once the problems are known, there is no additional licensing that Topro will cash in on if a third party does the work.

I suspect a whole lot of smaller plants will find a third party to do the remediation once the problems are known.

- Jim
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