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Technology Stocks : TAVA Technologies (TAVA-NASDAQ) -- Ignore unavailable to you. Want to Upgrade?

To: Steve Sanchez who wrote (16922)	5/14/1998 1:45:00 PM
From: Rick Bullotta	Respond to of 31646

Yes, Steve, I listened to the CC...I think they are heading in the correct direction, but wanted to clarify that they are not there yet!

To: Steve Sanchez who wrote (16922)	5/14/1998 1:46:00 PM
From: Jack Zahran	Respond to of 31646

Nice post Steve, and hoping you don't mind, I am posting a smaller part of the CC to focus a little more: (I think this is the point Rick was making as well) (The bold is mine and I believe that the second one highlights TAVA growing their core integration business around this opportunity.) The area that we are focused on- so, those systems, the SAP-type systems, the ERP systems, are more like transaction oriented systems. When you get to the (I-2)(Manugistics) that you brought up, we're dealing now with improving supply chain performance in constraint-based manufacturing. And that part of the market is an exploding growth area. As I mentioned it's growing at 70 percent growth rate right now and already is a formidable market. So part of our strategy is to team with those types of folks, to build value out of extensions on their core products and leverage to help our customers collapse their supply chain cost and increase the speed and through-put of the product flow.