To: Starduster who wrote (155 ) 4/20/1998 11:38:00 AM From: E Respond to of 15094
Just leaving the house, decided to drop by for a second, came on the question of difference between TAVA and HDIE. On April 17, I pasted on the SI y2k thread the following post by Gina about HDIE. Put it there not because HDIE is primarily a y2k remediation company, but because one of HDIE's virtues is its y2k "kicker." (TAVA's specialty is identifying and remediating not software problems, but noncompliant embedded chip problems. BTW, SI has a great TAVA thread, and a well organized TAVA RESEARCH thread that will tell you more than you care to know, even, about the embedded chip problem and TAVA.) Here's Gina's earlier post that explains the relevance of 2yk to HDIE: To: David Furstenberg (8121 ) From: Gina Vener Friday, Apr 17 1998 12:01PM ET Reply # of 8164 I'm in HDIE too. Aside from its nice move up today, and rumors of better than expected earnings next week :-), I noticed this in the 10K: HDIE redefined its strategy in Dec. 1997 to shift from making and distributing proprietary and third-party clinical workstation tools to providing oftware tools and services to achieve the enterprise-wide integration of information. They believe the following factors will affect this market: 1) continued consolidation of enterprises to achieve economies of scale 2) growing importance of information for survival and prosperity 3) increasing complexity of information technology 4) the year 2000 issue This is what caught my eye: The Company's integration engine has the capability to detect when a system is not Year 2000 compliant and has the capability to convert information that is not Year 2000 compliant into Year 2000 compliant information when it provides such information to a Year 2000 compliant system elsewhere in the enterprise. I don't know what HDIE's competitors are doing in this regard, but it sounds like a good selling point to me. The financials, management, and shift in strategy all look good too. Gina