TAVA Technologies (TAVA-NASDAQ) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Quad Sevens who wrote (20490)	7/13/1998 9:59:00 AM
From: Rick Bullotta	Read Replies (2) of 31646

Wade: Another angle on the remediation issue... I think anyone who knows TAVA knows that they have the ability to fix or replace any "standard" plant floor hardware or software or to replace some proprietary embedded controllers (but not all - some machine manufacturers will be the only means for getting their own equipment Y2K-ready). So let's put that to bed, we're all in agreement. The REAL question is, does TAVA want to do this work and should they do it??? In conversations I've had with friends who are TAVA project managers, they seemed to indicate that they'd prefer to be 100% booked up with I&A work (much higher margin) and leave a good bit of the (lower-rate) remediation to others. As a shareholder, I'd much rather see them going after the high-buck stuff and subcontracting the remediation, so that they can effectively "increase their coverage" by a factor of 2-4. The more "coverage" or "presence" they can establish with manufacturing clients during the Y2K phase, the more opportunities they've created for post-Y2K work, thus enhancing both short and long term share price/valuation. Also remember that the I&A phase is much less resource intensive, so that they could plant many more seeds doing just this phase than they could doing both. For the most part, the "remediation" phase is no-brainer work that literally hundreds and thousands of systems integrators could undertake. Subcontracting or partnering with smaller regional systems integrators would also provide TAVA a chance to "try before you buy" for potential acquisitions. "But that's just my opinion, I could be wrong...". <g>

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next