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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: Terp who wrote (23245)9/17/1998 10:01:00 AM
From: RAVEL  Read Replies (1) of 31646
 
Terp, don't you think execution is a little more important to a company's success than an interview on CNBC? TAVA's consulting business is on the move and entering a space that is growing and has virtually no competitors. First we had ERP, then Supply Chain Management. The last place for companies to look to cut costs is on the manufacturing floor. This is where TAVA comes in. Their skills can help companies directly affect gross margins whereas ERP and SCM companies target net margins. Unfortunately with a large number of companies still implementing ERP systems, budget money hasn't been flowing down to the plant floor....yet. Once people figure this out, TAVA will move. Check out companies such as Sapient, Answerthink and Mapics. They see it too.

RAVEL
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