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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: C.K. Houston who wrote (6799)12/4/1997 9:07:00 AM
From: Jim Wilke  Read Replies (5) of 31646
 
Cheryl, you wrote, "You need the CD to do inventory and make a plan."

I disagree. While I respect your efforts here, I also like to take a step back and get the bigger picture from time to time.

The fact is, the CD is a tool that some may wish to purchase to help sort things out. It is by no means needed to do inventory as you said.

Perhaps you mean that to be efficient and to be close to 100% in one's embedded chip inventory, one ought to purchase the CD. But this statement has different expectations from what you wrote.

My only concern here by being this picky, is that we don't delude ourselves into thinking that TPRO is somehow indispensible to solve the problem. It is not. Engineers and other applied scientists who build and maintain these systems, love the CD kind of tools that TPRO has to offer. But often budgets are not so easily agreeable, and in the interest of trying to save money, the problem, which takes time to solve, may become exacerbated during the time it takes to seek the best way to deal with the problem.

I do however agree with you that our company is likely to have much more work than it can handle. And things DO look good from where we now stand. I just resist the notion of it being somehow "stellar."

- Jim
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