To: C.K. Houston who wrote (14675 ) 4/11/1998 10:29:00 PM From: Zebra 365 Read Replies (2) | Respond to of 31646
<<<But, right now I'd probably buy first and learn later. Not what I'd normally suggest ... but FORTUNE article was just too powerful. We've been talking about these issues for months. Maybe a FORTUNE reporter's been following this thread: - ))>>> Cheryl, Hmmmmm, what has Karl Drobnic been up to? Also, the last statement I saw by Ed Yardini on embedded systems looked suspiciously like my explanation using the old serial-wired Christmas tree lights as an example, (and I published it first.) Not accusing anybody of anything but the internet is becoming a medium where ideas are more powerful than personalities. After reading that Fortune article, I finally realize that, "we are somebody!" While I celebrate the success of my personal investment in TAVA and look for more to come, I have come to agree with you more and more that this problem is not being taken seriously enough. When people ask, "what will become of TPRO after 1/1/2000?", my answer would be that I expect the week starting Monday, 1/3/2000, to be the biggest sales week for the TAVA CD-ROM and database that we will ever see. I would ask the readers of this thread, how many of you are using "just-in-time" supply chain management in your own personal grocery needs? i.e. you don't warehouse food for more than a week (excluding canned goods) in your own home. Instead you use the grocery store as your delivery source. When I was young, the grocery stores warehoused items "in back". If it wasn't on the shelf, they might have a supply "in back". Well, now we know that the "category killers" in retail display all their merchandise. If Home Depot is out of the item you are looking for , you don't bother to ask if they have more "in back". No warehousing. I live in Dallas, we have no real plans for ice or snow. Not worth it. A small layer of ice shuts down the city. And a news report of the possibility of ice clears the shelves of the grocery stores in 12 hours. Those old enough to remember the gas lines of 1973, a rumor of a shortage suddenly increases the amount of fuel in the average gas tank, rapidly depleting the storage capacity at the local gas station. Come October 1999, I'm going to be very "long" toilet paper, canned beans and rice. These will be interesting times, TAVA could suffer a stock shortage and trade at great multiples to value in the next year, or not. I'm long TAVA Zebra