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Technology Stocks : TAVA Technologies (TAVA-NASDAQ) -- Ignore unavailable to you. Want to Upgrade?


To: M. Frank Greiffenstein who wrote (9565)1/27/1998 10:22:00 AM
From: Gerald L. Kerr  Read Replies (3) | Respond to of 31646
 
>>In both cases their were high expectations of a (a) rapid ramp up of revenues and (b) rapid ramp up of tools licensing because they had "the only game in town."<<

Interesting points and certainly worthy of consideration.

Big difference, however.

IMO, the problems with embedded systems really haven't reached investors' radar screens yet. The reason is that the complexity of manufacturing systems is not readily understood by folks lacking direct industrial experience.

When the investing public does wake up to the scope of the problem and the opportunities for TPRO, I think the stock price will take off. Hard to predict when that will happen, however.

My Opinions Only,
Gerry



To: M. Frank Greiffenstein who wrote (9565)1/27/1998 10:49:00 AM
From: Mike Winn  Respond to of 31646
 
Dear Doc, WNDR didn't mention about Y2K because, ARF, ARF, IMHO:

- the problems barely exist,
- if they exist, it's difficult to fix them,
- and it's not profitable to fix them.

WNDR's FactorySuite2000 is geared towards modernizing the factories for the year 2000 and beyond, and not addressing the Y2K problems. They are perhaps "using" the CDs from TAVA to scare little kids off to gain more business. WNDR is shrewed. Perhaps we should invest in WNDR. ARF, ARF, JMHO.



To: M. Frank Greiffenstein who wrote (9565)1/27/1998 10:54:00 AM
From: JDN  Read Replies (1) | Respond to of 31646
 
Dear Doc: Put your stethascope back on a listen again. WNDR markets mainly through distributors not sales employees. They are in process of training 1,000 to handle factory suite and factory y2k suite or whatever its called. Do not be put off by number of employees at WNDR. JDN



To: M. Frank Greiffenstein who wrote (9565)1/27/1998 10:56:00 AM
From: Gerald Underwood  Read Replies (1) | Respond to of 31646
 
Dear Dr. Defcon2,

In TPROs case, we have a clear expectation of the franchising of TPRO services through
WNDR. BUt this can hardly be the case if employees are slightly down at WNDR. And these is NO
mention of y2k efforts at WNDR. So, another unfulfilled expectation.

As stated in wonderware.com
Wonderware is a software company. Other services are provided by their partners. One should be careful not to confuse partners with employees. Franchising of services do not indicate employment increase, but contracting to other companies to perform these services. Au contrare as to no mention of y2k efforts at WNDR. There most certainly is on their web site in which they delineate their alliance with TOPRO. I think what you mean to say is that there have been no updates since that initial news item. However considering that they only released their Factory Suite 2000 in January and most likely would have bundled all the needed information along with the planty2kone CD to their client list at that time,then I for one am not too sure what additional pertinent news is to be expected at this early date. Very few companies give a blow by blow description about the acceptance, methods and or use of any of their products, and generally nothing is heard until results become definitive. I submit Doc that your patience is showing.

Best Wishes,

Gerry