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Technology Stocks : TAVA Research - No Discussion -- Ignore unavailable to you. Want to Upgrade?

To: C.K. Houston who wrote (498)	3/18/1998 3:51:00 PM
From: ghk001	Read Replies (1) \| Respond to of 810

TPII is on the move. TPII filled it's financials.

To: C.K. Houston who wrote (498)	3/20/1998 10:08:00 AM
From: C.K. Houston	Respond to of 810

NEWCOMERS GATEWAY TO TAVA Message 3775935

To: C.K. Houston who wrote (498)	3/20/1998 7:15:00 PM
From: Rick Bullotta	Respond to of 810

CK: Interesting discussion. Here are a couple of the (inevitable <g>) mitigating factors. First, many of the Coke bottlers and other parts of the distribution chain are independents living on incredibly small margins. They will not likely follow whatever CCE does "just because". The other and more important key factor that you are overlooking is the "economies of scale" that would result after each successive audit. Companies such as Coca-Cola are very effective at standardization across their sites, and it is highly likely that the data from an audit of a fraction of CCE's sites would provide the necessary remediation activities for the rest of them, eliminating the need for subsequent audits. Finally, the only major "time-sensitive" stuff on most bottling plant floors is the case and bottle coding, which is an incredibly simple fix. I don't mean to be a wet blanket, simply a realist. There mostly definitely are very real problems with Y2K on the world's plant floors, and I believe TAVA is well positioned to profit from this (I worked for one of the TAVA companies from 87-93 and know many of the principals personally), but be careful about linear interpolations when running your numbers. Bad Mojo. Don't jinx a good thing! <g> Cheers! - Rick Bullotta