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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Rick Bullotta who wrote (19988)7/6/1998 11:04:00 AM
From: C.K. Houston  Read Replies (1) of 31646
 
You and I differ here. But, I don't have much time to go into detail.

My nephews 11 & 13 arrived yesterday from Ohio. My car broke down (bad alternator) on my way to pick them up from airport. When I finally made it to the airport, had to borrow $50 from my nephew to get a taxi back. No food in the house, so ordered Chinese. Car will be ready later today, but obviously am preoccupied. I've never had children, so needless to say, next few weeks will be interesting & chaotic for me.

In any event, I was one of the first women in the US managing multi-million dollar high-tech accounts (many years ago) ... when businesses were just getting into desktop PC's. No personal PC's back then, except for those owned by computer geeks.

Most of the business community didn't understand the technology and didn't understand the need for desktop PC's. Had no idea what "network" meant. A similar situation to what's occurring re embedded systems.

I think the above is more of the problem than what you suggest here:

<I think the problem starts with basic marketing and positioning. I don't believe that TAVA has yet defined itself and has done very little to communicate that to the world, including its potential client base, the investment community, and alliance partners.>

None of us, including you, knows exactly what TAVA is doing in the above areas you mention, except for the fact we don't see ads or read as many PR releases as many would like. So, any conjecture is pure speculation. Obviously they're doing something right since the have such a list of stellar Blue Chip national and multi-national clients

<This is basic "blocking and tackling", and still needs to be done before any coherent PR campaign can be undertaken.>

Sounds simplistic to me.

Without a recognition of need, and understanding of BASIC technology by the "target" audience, attempting to do a full, cohesive and successful print or broadcast PR campaign IMHO ... is a waste of dollars and time. It's EXTREMELY expensive to do it right. If you can't do it right, it's better to not do it.

At this point in time IMHO, it's best to concentrate on "target" audience directly thru sales force, direct mailings, participation in conferences and articles in trade publications. In the case of IR, it's participating in conferences, doing "road shows", and one-on-one contact between Scott/TAVA and investment community. TAVA is doing all of the above, as far as I can tell.

IMHO - Games will be played with stock price regardless of what TAVA does or does not do in terms of PR. When push comes to shove ... it's going to be earnings that matter.

Just my $.02

Gotta run. I have a car to pick up today, food & videos to buy, and kids to cart around.

Cheryl
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