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

To: Quad Sevens who wrote (11181)	2/12/1998 4:26:00 PM
From: Steve Sanchez	Read Replies (2) \| Respond to of 31646

you said: ... Some on the board seem to feel that the TAVA CD/methodology is magical and earth-shattering. It isn't (although the product seems to be good) ... from the front lines: From: Jim Lynch <jjplynch@nospam.aol.com> Date: 1998/02/06 Message-ID: <34DB9607.69AA@nospam.aol.com> Newsgroups: comp.software.year-2000 [More Headers] Tina Vince wrote: > I suspect that, given that _everything needs to be inventoried, > and all have distinct components/features, I will probably have to > settle for more than 1 tool/repository. > > I do not profess to be an inventory/asset management expert > ...not by a longshot. However, I have to come up with evaluation > criteria or a scoring matrix for selection of the appropriate tool. > Can anybody offer any suggestions? I've been working on inventory and tracking for a while now. I notice that quality of data is a big thing. A couple of the issues I've had, are incomplete data, a reluctance to work on it until the first of the year (now passed) and no easy way to link components of a system. Now, that's mostly embedded systems I'm talking about. PC/Network issues are really just being addresses. Manufacturing Production Systems are often some combination of PCs, microcontrollers, PLCs and various instrumentation and associated software. Ensuring some linkage between these "sub-projects" is beneficial. I was favorably impressed by the Database tool that TAVA Technologies had. If we hadn't completed most of the inventory by the time it came to market, I would have strongly recommended it. It permits you to describe your entire system by component (down to the chips). And they'll take your data and analyze it against their growing DB of compliancy information. Of course, it doesn't come cheap, but that is a business issue. Jim steve

To: Quad Sevens who wrote (11181)	2/12/1998 4:26:00 PM
From: j g cordes	Respond to of 31646

Wade, this thread is a bunch of nervous nillys, with a few sober traders and investors. Its a pretty emotional arena to voice opinion. Remember it was the positive contrary opinion that formed the original believers in this stock that have stuck it out through thin times. Regarding your points.. Any really good idea attracts imitators.. and the argument that there isn't much time to do it makes it all the more likely there's an effort as we discuss this to copy either or both the database and business model. So what if they don't get all the business, they'll get enough and you and everyone else should be on the lookout because they too might have a slightly better idea just in time. This is an agrument which needs time to resolve.. whenever someone comes out with something similar. Regarding if the old AAPL crowd or Gates was better at responding to opportunity... that's a question? Lighten up, you'll make more money on all your investments and trades and feel better while you do it. The stock closed down about 7/16ths right, that was expected. Jim

To: Quad Sevens who wrote (11181)	2/12/1998 4:32:00 PM
From: John Mansfield	Read Replies (1) \| Respond to of 31646

<< Also, the usual business models are no good here, owing to the deadline. MSFT copied Apple, but if Gates had had only two years, he wouldn't have made it--not by a long shot. >> Right Wade you hit it on the nail. This is very important to keep in mind. Compare the runup of y2k stocks in general to e.g. the runup of a lot of internet stocks the last 2 years. There is 1 big difference: as a customer you can not postpone solving y2k; whereas you CAN postpone 'implementing that corporate intranet with another 6 months' (just an example). Most people still tend to think and argue about y2k stocks and TAVA in particular in terms more appropriate for 'normal' times, where the 'hard deadlines' for implementing new technology are not so hard after all. Other examples are in the last couple of years: implementing corporate-wide Windows on the desktop; migration to Windows NT servers; going to phone-over-ip, going to client-server etc etc. (typical corporate discussion: 'we have to do this this year; otherwise we lose competitive advantage' - 'well on second thoughts - lets wait another year or so' --- NOT SO WITH Y2K'). Conclusions for me: stock runups of y2k stocks (and TAVA) will behave differently (more violently upward that is) from other new technology/trend stocks. Regards, John