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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: STLMD who wrote (15466)4/25/1998 1:43:00 PM
From: Karl Drobnic  Read Replies (1) of 31646
 
Good thinking on Cargill a possibility for our "Mystery Client". Cargill has a history of keeping its business quiet. But I still lean to Coke. The phrasing "company owned subsidiaries and independent companies involved in the manufacture and distribution of the company's products" is a very accurate description of the Coke global empire. I suspect it came right out of the master agreement. This description reflects Coke's strategic thinking, and I suspect it is psychologically embedded in Coke's legal department. I'd rather TAVA fix Cargill. The world's supply of grain is very short. The rice supply is 30 days, then people starve. Some other grains are shorter. Grain distribution is highly automated. A major bottleneck will be a major social calamity.
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