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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Capt Ron who wrote (18439)	6/16/1998 9:55:00 AM
From: Jim Wilke	Read Replies (3) of 31646

The key is in your characterization of the callers as "compter experts." They haven't thought about the embedded chip problem as deeply as they ought. That's what TAVA does for its core business. And that's also why many of us are long on TAVA. We know that the embedded chips are there, that they have already begun to fail in some cases, and that there is an enormous amount of work to be done. We also know that pilot projects that turn into full blown remediation contracts by the major fortune 500 companies as reported over the wire and here on this thread indicate the truth of the problem. Coca Cola, Sun Oil, et. al. are not stupid to hire TAVA, rather they are the visible sign that the problem is acknowledged and that the problem has roots that go very deep. GM and the other auto manufacturers do not make many of their own parts. The question is how many suppliers are relying on chips that will fail. Pharmecudical and food companies have these chips for processing the date codes. How many of them need remediation. Really folks, we've been through this all before. Let's keep our wits during this storm of innuendo. -Jim

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