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


To: C.K. Houston who wrote (565)4/14/1998 12:29:00 AM
From: C.K. Houston  Read Replies (1) | Respond to of 810
 
It was me who spoke to Wonderware (not Jan, although she may have also) and found that nothing will change with their TAVA relationship since the Siebe buyout.

As for Foxboro, they are not competition for TAVA at all. Foxboro makes system control hardware and software. The reason Siebe bought Wonderware is because Wonderware makes Windows compliant software that is leading edge in the industry. Foxboro will continue to make the hardware and will eventually overlay the Wonderware software on their controllers. Not only does this mean that Foxboro is not competition for TAVA, but it opens up that much more business for TAVA.

Think about it. It was only a couple weeks or so, after we heard Jenkins say on the conference call that Wonderware ordered another 20,000 CD's, that Siebe bought Wonderware. Wonderware had to know it was already a done deal. Why would they still go ahead and order more CD's if they thought their business would slow? It all fits together, and it fits TAVA well....

Subject: TAVA/Wonderware/Foxboro
Date: Sun, Apr 12, 1998 21:03 EDT
From: Randyk516
Message-id: <1998041301032500.VAA25165@ladder01.news.aol.com>

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