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Technology Stocks : Trading TAVA -- Ignore unavailable to you. Want to Upgrade?

To: Tim J. Flick who wrote (172)	2/24/1998 7:22:00 PM
From: jan m.	Read Replies (1) \| Respond to of 655

Tim--That's very well put---lots of uncertainty, we need clarification. From the CC--the deal will be finalized in the first part of April. On one hand it seems like it would be a bonanza to Tava, but what kind of competition is Siebe? Hopefully, we'll be hearing some answers to these questions. Jan

To: Tim J. Flick who wrote (172)	2/25/1998 7:31:00 AM
From: Money Mood	Respond to of 655

Tim, Having rethinked the merger, I believe it has much more positive potential then anything else. 1)It gives us European exposure. 2)I am 90% sure that Siebe's own embedded chips remediation product is rather complementor than a competitor to the TAVA's. I really doubt that Siebe has developed a database of US-manufactured non-compliant chips. Why should they? But we need more info and explanations from the company.If Siebe felt TAVA's product is a competition for their own - why should they encouraged Wonderware to continue its' marketing? In case TAVA's product is not a true competitor to Siebe we get nothing but additional leverage here. Viktor.