FWIW,
This was posted on AOL board - thought it was thorough and others might like to review:
Subject: TAVA Competiton?
Date: Tue, Mar 24, 1998 16:29 EST
From: Bonzo3
Message-id: <1998032421293600.QAA13799@ladder01.news.aol.com>
Congrats to all of us TAVA longs for showing patience and tolerance with the many misinformed naysayers that have appeared on this board over the last few months. Pearl I was hoping you would re-appear telling us how excited you were with the rising TAVA price, volume and profile. Its the least you can do after we had to put up with half a dozen or so "boring stock" posts a couple of months ago :-)
Someone asked about TAVA competition. I did a little digging and domestically there isn't much to speak of in the Embedded Controller, Y2K area. The UK is way ahead of the US in this area. Many UK companies are working (contracts) in the Oil, Power and Government industries with respect to Embedded controllers. The list is not meant to be a complete list since there are many regional SI shops, OEM's and vendors who are actively supporting their
customers in this area of expertise. Competition and my personal comments follow:
United States
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Conversant Business Technology - seems to be more of a facilatator than remediator - no known toolset. Does not possess the factory automation expertise of TAVA. Perhaps a TAVA CD licensee?
CTA - recent press release posted on this board indicates over 20 years of military experience with Embedded Controllers, primarily Avionics (cockpit electronics). Private company with 100M in annual revenues. TAVA's focus is not directly on the military (believe me they don't want to go there since they only have 21 months left to Y2K D-Day
:-) CTA does not appear to have any experience with Factory Automation or a known toolset for Embedded Controllers. TAVA is turnkey, CTA is not. I'm sure TAVA will let them have all the military work that CTA can handle. Perhaps a TAVA CD licensee?
Foxboro - US arm of Siebe PLC the company that is buying WW. This one imo would present the most competiton to TAVA, especially with the deep pockets of the mother company Siebe. However, with the Wonderware agreement firmly in place and WW actively distributing the CD, its doubtful this would hurt TAVA more than help them. I see Foxboro more of a partner and licensee than direct competition. I also see the Siebe/WW acquisition providing
accellerated international opportunites for TAVA's CD license.
Raytheon Automation - Very experienced and qualified in the Factory Automation, Embedded Controller area. However the hundreds of present and former clients will more than keep this company busy for sometime. No known toolset but you can bet they have a large database of their customers components and a defined methodology in place. Perhaps a TAVA CD licensee to augment thier internal resources?
Flour Daniels - See above
Foreign Competition
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AEA Technology PLC - UK
CapelRig - UK
ERA Technology - UK
ICL - UK
ICS - UK
Real-Time Engineering - Scotland
T/K Methods - UK
Transaction Processing (TPII) - Canada
Vector Int., Pty., Ltd. - Australia
Eric |
