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


To: Mike Winn who wrote (11082)2/12/1998 12:39:00 AM
From: ForYourEyesOnly  Read Replies (1) | Respond to of 31646
 
Hi Mike!

I appreciate the MRVC comment, and I'm glad to see MRVC moving back up towards where it belongs.

As for TPRO and Y2K, this group has incredible momentum and price action. This cannot be denied. What other group has this kind of power right now? Whether or not they will make enough money to justify the price I have no idea.

However, I would not want to be holding the bag when its all over, whenever that is.

Thanks for the advice.

THC



To: Mike Winn who wrote (11082)2/12/1998 1:28:00 AM
From: Bonzo  Read Replies (1) | Respond to of 31646
 
TAVA's revenue will increase significantly from:

1: Assessment (Pilot projects at multi-site plants)
2: CD/Database sales (Wonderware distribution & outside sales)
3: Remediation: (Multi-site plants only; BMY, Unilever etc.)
4. Systems Integration (Y2K synergy)

Most (but not all) Embedded Controlled Systems are Y2K compliant or date insensitive. However, the vast majority will require as a
minimum, an Assessment phase. TAVA to date, has not been to a plant that has been 100% Y2K compliant. There is significant revenue to be generated in all of the above phases, in particular; Assessment and CD sales. Y2K Problems in Factory Automation are real. TAVA does not have any meaningful competition. No one has a defined methodology that addresses problems in Embedded Controllers. No Toolset. No System wide solution. TAVA is it. Why would someone buy a stock such as Dell selling for an absurd and over-priced valuation, that manufactures something that any home hobbyist can build (a commodity with very little technology) when they can buy TAVA? It makes no sense. Even Compaq went out and bought themselves some technology; Digital Equipment Corp.