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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: John Howell who wrote (21046)7/24/1998 10:58:00 PM
From: Hawkmoon  Read Replies (2) of 31646
 
Shoot John... There is nothing unique about what any of these consulting firms do, but still people hire them and they make money. TAVA has been hired by over 100 differenct firms and you or any other short seller still can say that this company won't be making more money 6 months from now than they did 6 months ago, I would suggest you lighten up on the wacky-tobacky.

And since when does a company have to offer a unique product in the service sector? What really distinquishes consulting firms is the depth of there knowledge and customer service. TAVA is building extensive data bases of their clients production operations. So not only will the client likely find it desirous to maintain the relationship with TAVA or core business that they never had before, but also it may become a security imperative since in these process systems lie the proprietary settings for each process step (especially in the pharmaceutical industry).

What is most important is that TAVA was far-sighted enough to recognize that embedded systems posed a Y2K vulnerability to the manufacturing industry. Over 100 Fortune 50-500 clients have recognized that TAVA offers something that its competitors haven't offered.

TAVA is growing and will continue to grow. KEA is different from TAVA only in the type of consulting work that they perform. (yes, KEA is a consulting firm and has been the best performing stock of the 1999's... funny that... what do they offer that other company's don't??)

You are posing a straw-man argument John and you know it.

Regards,

Ron
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