TAVA Technologies (TAVA-NASDAQ) Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Hawkmoon who wrote (14123)	4/5/1998 3:47:00 PM
From: CalculatedRisk	Read Replies (4) of 31646

Ron, good questions! It is my nature to check everything ... as Andy Grove said: "Only the paranoid survive!" It makes sense to hire a consulting company to verify that all manufacturing systems are Y2K compliant. If KO and BMY feel that TAVA will help them, GREAT! But I am questioning TAVA's valuation and their product offering. The market cap of over $300 Million fully diluted seems out of line with the market opportunity. This is especially true when you realize that TAVA will NOT remediate very much code (this is my perception based on my experience as an engineer). If TAVA identifies a problem with a manufacturing system, the vendor will most likely fix the problem. Perhaps if the system was developed in-house, like most ATE, then TAVA can help with the remediation. This is why I started by reviewing TAVA's product offering. It is essentially a "how to" manual, with a database and a (IMO not very useful) search tool. My guess is TAVA will do well with their consulting business (check out DDIM) and poorly with their CD sales. Regards, Bill

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next