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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Karl Drobnic who wrote (12343)	3/6/1998 8:52:00 PM
From: Zebra 365	Read Replies (1) of 31646

Karl, As usual you are right on the money. The opportunity with KO harkens back to the supply chain management. Although in this case the supply is run by one company, KO, and the manufacturers and "assemblers" (CCE and the host of others who "assemble" the final product), are lower margin businesses who are highly dependent on their only supplier being Y2K uninterrupted. This is sort of the opposite of the GM model where multiple suppliers are available, but the assembler has the margins. And the assembler is STILL highly dependent on the multiple suppliers being Y2K compliant. The point is that, it doesn't matter who is taking the high margin part of the chain. They are all in trouble if the chain breaks down. No matter how small a part of the supply chain is down, it will stop the whole process. The hackneyed phrase, "A chain is only as strong as its weakest link", definitely applies here. I still lay claim to the fact that, if there is a Nobel prize for explaining the embedded Y2K problem in a very few words, I get it. Every announcement only confirms the "serial Christmas tree light" model. Zebra

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