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


To: Hawkmoon who wrote (17028)5/18/1998 9:15:00 AM
From: Rick Bullotta  Respond to of 31646
 
Ron:

Now I understand our disconnect...

I think you missed the start of this thread of discussion, which was precipitated by comments by Kevin Fallon (TAVA COO) in the conference call, which indicated that TAVA was prepping to provide supply chain integration and consulting services post-Y2K.

What Kevin was referring to was not servicing the automation needs of manufacturing companies that make up the upstream and downstream supply chains of a large client such as GM, but rather, providing services associated with the implementation of supply chain management *software*, such as that provided by I2, Manugistics, Peoplesoft, SAP, and others.

Certainly TAVA, in its Y2K capacity, can help a company such as GM or (KO, or Unilever or...) ensure that its supply chain partners are Y2K ready. But this is a distinctly different opportunity than that to which Mr. Fallon was referring in the CC.

Best regards and good investing,

Rick