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


To: Hawkmoon who wrote (11684)2/18/1998 10:30:00 PM
From: Jack Zahran  Read Replies (2) | Respond to of 31646
 
I'm tired of reading about the Y2K stuff ending on 2000 and TAVA's market disappearing. Here is what I wrote about it on the other TAVA thread:

A contract is a contract is a contract. If it falls within their area it is business and should be viewed as part of their core. The reality is that one contract will open the door for three more within the same company. And they'll keep getting more work as long as they do a good job. Look how they got into the Y2K business.

TAVA doing systems integration work in plants, included in their testing a Y2K test. A good, forward thinking practice led to a database (another good practice) which led to other avenues of contract work. It just so happened (no coincidence) that their first Y2K work was happening among their current clients. Now they have a whole bunch more clients and a bigger and better sales force along with a stronger engineering practice. They have a whole lot more partners and expanding (as I write this) into an International presence.

Y2K work is over, now we know what you got and what you need. Here the additional solutions we got for you and your supply chain. Oops, you guys need help with all the work you are backlogged on due to Y2K, don't worry we are here and ready to help. In fact we already know all your operations and those of your suppliers. We can sell you stuff cheaper, because we are bigger than all the rest. We are a solution provider and there is no one as big or as bad as we are and we're on your side, blah, blah, blah...

A contract is a contract is a contract....



To: Hawkmoon who wrote (11684)2/18/1998 10:31:00 PM
From: Josef Svejk  Read Replies (1) | Respond to of 31646
 
Humbly report, Ron, I believe Roleigh Martin can be of help:

Member 4349348
Message 3256071

Svejk
(GL-15 applies: digiserve.com ;-)



To: Hawkmoon who wrote (11684)2/18/1998 11:06:00 PM
From: j g cordes  Respond to of 31646
 
Ron, in your question you hit on something which I look forward to. There will be many companies, more on the legacy data side than on the process side, who will opt to scrap their current software/hardware in favor of wholesale replacement. Some of the estimates being thrown around to remediate the problem certainly makes more attractive the cost of buying new. The performance increases and assurance affored by this route makes great sense to me. Companies like CPQ which recently bought DEC, will have vertical product mixes from desktop to enterprize.

The logical advantage I see with TAVA's niche is that I can see it being more cost effective in more cases, to not replace the machinery housing embedded systems. The machinery cost is key to me... for TAVA's targeted customers there is less "new car" choice. Its remediation not replacement.

An analogy that's appropriate is landmines.. you have to go dig them out.. you can't simply fill over with a yard of topsoil and you can't reroute your activities without losing productive property.

Jim