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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: JDN who wrote (27444)2/5/1999 12:15:00 PM
From: Mr Logic  Read Replies (2) of 31646
 
JDN, OK I am with you there where remediation means replacement or upgrading of plant floor stuff - that's in line with the plant floor implementation & integration work that the company has experience in. In other words they don't fix the problems but can help implement the manufacturer's fix. Still good business I imagine.

Regarding changing the company to an integrator and implementor of ERP systems - that will take some doing and it will be very impressive if they can do it. The slump in the ERP market - in part caused by the y2k event - means that trained consultants are starting to slip back onto the market. They could use these guys to 'seed' the others. ERP & middleware is a *very* tough marketplace right now! Most of the popular ERP systems together with i2 or Manugistics already provide integrated supply chain right back to the plant floor, so TAVA will need to be very clear what their message/market is.

The database... maybe we just wait and see. If you think what's in the database:

Product Name
Product Type
Product Description
Vendor's Name
Vendor report release revision, date and filename
Vendor's statement of extent of Year 2000 problems
Vendor's statement reference
Plant Y2kOne interpretation of vendor's statements
Compliance classification as compliant, non-compliant, or suspect and needing
further testing
Failure horizon - date and time component will fail
Expected compliant release date
Known date problems - how the failure will affect a plant's operations
Correction options
Component tests to confirm compliance
Change considerations - consequences to be expected from implementing
correction options, such as hardware upgrades required by new versions of
software
Procedures for correction

... then it is all y2k stuff, not that useful after the event. You could make 'useful' queries on this - e.g. "what manufacturers were most compliant" or "what supplier statements were least accurate" - but nothing jumps out as moneymaking.

Time will tell how they get on...
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