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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: big run who wrote (19583)6/29/1998 11:35:00 AM
From: Hawkmoon  Read Replies (1) of 31646
 
Big Run,

Would you care to amplify on the "alternatives" available to manufacturers??

From what I have been able to assess thus far, manufacturers will be concentrating on "mission critical" systems and "triage", although I have yet to hear a clear, concise definition of those two terms.

My speculation is that manufacturers will consolidate production lines that produce their most profitable product lines and cut back on low-margin products. In this day of just-in-time inventory and ERP, I don't understand which systems would be "non-mission critical".

Again, I suspect that large manufacturers may find themselves at the mercy of unprepared suppliers and the remaining compliant alternative suppliers will find them themselves unable to adequately supply additional customers (eg: suppliers to Boeing were unable to ramp up in time to meet Boeings manufacturing expansion, thus impacting production goals for that aircraft manufacturer).

I think their will be a silver lining to Y2K, and that will be the re-tooling and reorganization of innumerable manufacturers during the post-2000 years. This should provide ample business for TAVA in their core business.

What do you think is going to happen??

Regards,

Ron
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