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To: Richard S. Schoenstadt who wrote (11414)	2/17/1998 7:43:00 AM
From: kfdkfd	Respond to of 31646

Y2K revenue for 2nd Qtr, $1.5 million with $236,000 from product sales. CD sales???

To: Richard S. Schoenstadt who wrote (11414)	2/17/1998 8:59:00 AM
From: R.B. Golfing	Respond to of 31646

Re bringing factory floor info. up into business systems. Some comments to your post: "it is already common to use factory floor info, of the type given in your example, in higher level systems" Not common at all. The integration of the office and factory floor automation is generally manual. Manufacturing use manual data entry as the most common means to input data that is collected in PLC's (Programmable Controllers), DCS's (Distributed Control Systems), PC's with Wonderware, etc. into their business systems. I see this every day. "Also it strikes me that Tpro has repeatedly said we are a mostly services business." - Yes, they are a control system integrator - by far the largest in the nation and truly in a unique position. Their core business can thrive based on entree's from Y2K engagements. "We do some software yet that is not our main business. But wouldn't this effort to bring factory floor info higher up be mostly a software related effort. (It also looks like a network issue based on additional research.)" - Connecting the factory floor to the office is a customized effort requiring the integration of plant floor control systems like Allen Bradley and Modicon, with whatever is in the office system - PC's, AS400's, Unix, etc. It requires the use of packaged software like Wonderware Intouch or Intellution Fix, custom software, plant floor knowledge, business computer system expertise, networks, etc. It is not just a software related effort. It requires the mindset of system integration. "And isn't one main function of this software (Wonderware) the packaging of factory floor info in a way that allows it to be easily used by various manufacturing and business analysis programs." - Yes, especially Industrial SQL, one of the Factory Suite components that allows a connection to SQL Server. It paves the way for mega-integration projects to connect the factory and the office. "I suspect if Wonderware is doing this so are all of their competitors." - Yes, Intellution and others facilitate the connection of the plant floor to the office - many integrators will make big service revenues using these products. "This idea of using factory floor info. in higher level systems strikes me as being self evident." - I wish you were in control of certain budgets of some plants that I know. "Even if there is an opportunity here which there may well be, imo Tpro will not be leading the charge (i.e. for the most part they will not be writing the software) and they will be competing with every other systems integration company for the si business." Yes, there is lot of competition, but it seems to me they are positioning themselves to lead the charge. Keep the faith and listen to the conference call in a little while.