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


To: IVAN1 who wrote (18194)6/11/1998 4:11:00 PM
From: Craig Rogers  Respond to of 31646
 
IVANI: I hope that's not why TAVA drifted lower today, because of KEA's embedded chip solution. I know nothing about it.

At least TAVA went lower on low volume. No biggy on a stinko day.

Craig



To: IVAN1 who wrote (18194)6/11/1998 4:12:00 PM
From: Rick Bullotta  Respond to of 31646
 
This KEA vs TAVA discussion, in the context of hospital and medical equipment Y2K remediation is, in a word, ridiculous.

With all due respect to everyone, let's try and remember what TAVA's core competencies are (and aren't). Doing assessment and remediation work in hospitals on medical devices MOST DEFINITELY is not TAVA's ball of wax, nor is it Keane's. TAVA came out of the "mainstream" plant floor automation world, and knows PLC's, DCS's, instrumentation, and PC-based monitoring and control software. When you start talking about specialty devices such as those you'd find in your typical hospital, TAVA has no more of an expertise base or an advantage than many other companies doing Y2K work. This is why you'll see (and have already seen) TAVA teaming with other companies that DO have this vertical expertise...

Also, TAVA does not have the ability to assess (and certainly not remediate, other than replacement of) the vast majority of specialty devices out there with embedded microprocessors, simply because they don't have access to the information that would be needed to perform such an assessment. In these case, it is almost always required that the original developer/vendor be involved in the process. TAVA's role here is simply facilitator.

TAVA's focus is plant floor automation equipment in manufacturing plants. Let's get that straight.



To: IVAN1 who wrote (18194)6/11/1998 4:14:00 PM
From: Terp  Read Replies (2) | Respond to of 31646
 
<<The "no competitors" part of the story was very important to me, and if a KEA can jump in and do the embedded chip thing by itself, this would be of real concern to me.>>

Bravo, IVAN. I am glad there is someone else out there that understands the importance of this announcement (with no mention of TAVA). Are you and I the only TAVA investors that don't see TAVA through rose-colored glasses? I just hope reality doesn't set in too harshly on us. I love this company, I just hope these pieces start coming together quickly (and more publicly).