Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: Jim Wilke who wrote (6795)	12/3/1997 1:59:00 PM
From: Don Hutchinson	Respond to of 31646

Faced with the Y2K embedded system problem, the factory floor manager is going to reach for the phone and call someone he/she knows. Likely IMO to be someone local. Question is, will the local integrator push for replacement using an A.Bradley as supplier? IMO Yes, because local guy probably has no Y2K analytical tools and he can make money thru replacement. Plus, the factory floor mgr would like nothing more than to have all systems upgraded. But will senior mgt buy off? If "NO", THEN who ya gonna call? IMO, the local guy again. The mgr says "can't do full upgrade or replacement, I need someone to analyze my situation". Key here is, IMO, will the local integrator KNOW WHO TAVA IS? And, that Tava has a Y2K offering? If so, is it in the interest of Tava to license the local guy on PLANTY2KONE? Yes. Just like Microsoft's Solution Provider program, Tava should be licensing the world. If "YES" IMO, then the local integrator can probably handle the job = no need for Tava. On another slant, it's amazing to me that we haven't seen ANY competition for Tava in this market on the national level (i.e. non-local). The IS side of Y2K saturated with vendors. (I'm still trying to find out what Raytheon's offering is (if they have one)). If the market is as huge as we know it to be, where is everyone? Just asking some chicken-running-around-in-circles-with-head-cut-off questions . . .