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

To: Rick Bullotta who wrote (18150)	6/10/1998 11:57:00 AM
From: Willing2	Respond to of 31646

Small Competition >> There are a whole lot of small manufacturing plants out there (a WHOLE lot), where the smaller service providers will have a shot to do some business. TAVA would do best continuing its strategy of going after the big corporate-wide deals, which seems to working out quite nicely given the last month's sales figures!!! << Yes, there are a lot of small competitors who will get some point sale business -- even from larger organizations (like those who still don't believe they have a problem, or still believe it is a small [5%] one that can be handled on the local level.) This will be the case until the small competitors get in over their heads or they get to the testing/certification phase and their is a plant shut down (or worse) because they missed something. At that point senior management will suddenly become seriously interested, because it will now be their jobs at stake. By then it will be more than too late. By then we will be fully into the qualified manpower shortage and even TAVA won't have capacity to help -- for any price. TAVA's focus on working with senior management and enterprise wide contracts (IMHO) is the best strategy. TAVA will receive major reputation points as time goes on that will likely result in more and better core work contracts post Y2K. Companies that survive will be eager to have TAVA come in and help them build new production lines. I expect we will see a very different business world in the post Y2K era with many of today's common names MIA or severely wounded. Those in the fore-front, that are addressing the problem today will be the survivors.