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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: Mr Logic who wrote (27476)2/5/1999 2:42:00 PM
From: JDN  Read Replies (1) of 31646
 
Dear Mr. Logic: " 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."

That doesnt seem to agree with what Jenkins has been saying, at least not in REAL TIME. I am not qualified to discuss it personally but I got the feeling from what JJ said at the Red Chip Conference that TAVA picks up where ERP leaves off and that there is plenty of opportunity for TAVA even if the current ERP situation slows down. Incidentally, I too have read many times about ERP slowdown, yet the stocks I own in that field continue to have rapidly increasing revenue. JDN
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