Thanks, John, for the wealth of information you keep contributing
to the thread. Very very helpful to us all. In reading the
statements of companies, like Intel, Coke, etc, I was struck with
the immensity of the problem, once again. At this point,the panic
still has not hit, in terms of it "looks like there is still time",
when in actuality the articles (about Russia, utilities, etc)
really show the lack of time. I mean heck if Bennett is saying
that we may not even get the critical systems done, but we will be
OK, its a bunch of BS. I don't think we will be OK, not in a society
with our infrastructure depending on computers to be stable. There
are not enough people even in place to do the jobs computers do.
I have been slow to catch on to the fact that utilities etc are the
mainstay of our infrastructure, the basic GLUE. So what if a company
is compliant, if there is no power or gas. This TAVA/BECK agreement
is obviously HUGELY SIGNIFICANT.
I also come back to a point I mentioned earlier which is looking at
the large companies, like semiconductor companies, that are responsible
for products that there are no groups existing for, is going to be
quite a challenge. Its one of these problems that has never been dealt
with before and its very difficult to plan for something that it is
impossible to predict (in my opinion) all the outcomes ahead of time.
Because nobody really knows.
The investment community, in my opinion, has been slow to wake up
to the embedded systems problem, as separate from the IT problem,
and I believe that when TAVA tells its story this conference call,
that hopefully there will be greater institutional interest.
TAVA fits into the consulting category rather than Year 2k tool
category and thus far, the consultancies have made the biggest gains.
Obviously, from the pilots and large engagements TAVA is signing,
companies are not choosing in house to deal with the problems, because
of the complications involved, I believe, and now, the lack of time.
Sorry to be so verbose, just some thoughts I had this AM.
Best regards,
Kathy
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