SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: crc who wrote (12325)3/6/1998 5:27:00 PM
From: John Mansfield   of 31646
 
Good analysis, I like it a lot!

Chris,

I think your analysis is to the point!

<<
* PlantY2KOne appears to me to have at least a six month head start on any other competitor. It seems to me, in terms of Y2K time, that is an eternity.
>>
On several posts I have tried to stress this point also. Very important is the fact that we have a very compressed time scale here (I compared it to the 'internet year' in internet software development and bringing sw to the market; speed increases of a factor 3-4 were forced by Netscape on competitors such as Microsoft just 2-3 years ago).
So these 6 months headstart on potential competitors is simply huge.
People tend to forget that you cannot increase development speed of such a product ad infinitum ('Brook's law).

<<
The fact Unilever, Kraft, Coca-Cola, & GM among others trust Tava that much speaks volumes to me.
>>
Those co's are in close contact on their y2k programs; so successes of TAVA will be quickly spreaded around in the F50 and beyond. I just found a nice URL on this; will post it shortly.

<<
Even if the PlantY2KOne product isn't 100% perfect, it will still be heavily relied on because no one has enough time to test every single embedded system in every single factory (even if the manpower existed for such extensive testing - which I don't think it does).
>>
Righ, manpower-capacity is tightening up tremendously right now. Experienced technicians are simply booked up; less experienced people will have to do the job. Therefore any help is more than welcome.

Good analysis, I like it a lot!

Regards,

John
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext