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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Rick Bullotta who wrote (16905)	5/14/1998 12:52:00 PM
From: M. Frank Greiffenstein	Read Replies (1) of 31646

Supply chain work... A well thought out post, Rick. I would add that the term "supply chain management (SCM)" is being used very loosely on these boards. You post partially addresses this issue by noting the misalignment of TAVAs skills base with SCM. Working with individual members a large company's supply chain is not the same thing as SCM narrowly defined. If TAVA goes and works on the factory floor of three of GM's suppliers, they are not engaged in supply chain management. Companies like MANU are true SCM companies in that they write the software that ties them all together. I do not believe that TAVA engineers are writing this kind of software. Their BevOne, BakeOne software products are designed for process control at the individual factory level, they do not tie together rpocess controls across plants. I recognize that TAVA is involving itself in the marriage between front office IT and factory floor automation (just like predicted many months ago by CK Houston), but I see no indication that their role is writing the software. DocStone

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