To: Hawkmoon who wrote (11069 ) 2/11/1998 11:32:00 PM From: Zebra 365 Read Replies (3) | Respond to of 31646
<<<While I would like to see TPRO get a massive chunk of the embedded systems business, let's face the fact that most of it will be done in-house and most of the costs will be replacing controller boards. Unless I'm misunderstanding TAVA's current products offerings and limitations, their greatest resource as a money maker is the database of suspect or non-compliant chips.>>> Ron, Just an excerpt from your excellent post. You described the embedded chip Y2K opportunity for TPRO in very few words and I felt it bore repeating for the sake of the new folks to the thread. In a few words, that is the TAVA opportunity for the next two years. To me the most exciting part of TAVA is having a CEO who is setting his sights higher than Y2K. I guarantee, if you listen to the conference call Tuesday, you will hear Jenkins slip in something about the value of pulling factory floor information from the embedded systems into the "front office" Information Systems. He will use the "bully pulpit" of Y2K to further his vision. Remember, Henry Ford's greatest contribution to American industry was not in what he built but in the way he built it. He changed the way that work was organized in the American factory. Now that "smart machines" with embedded systems are the "workers", Jenkins envisions bringing the front office and the factory back together. It may be a little premature to compare Jenkins with Ford, my point is rather that most people faced with such an enormous challenge see only the front side, Jenkins appears to see the opportunity that lies beyond. Right or wrong, a company led by such vision will never rest. It will evolve, and it will collect the revenues and assets of its former competitors that have failed to evolve. Thanks for your comments Zebra PS: I also think a person might make a buck or two investing in such a company on the ground floor. <vbg> PPS: While we are defining acronyms, I've been on the web since 1995, still don't know what "<eom>" means, help me out here, please.