Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: David S. who wrote (19479)	6/27/1998 2:27:00 PM
From: John Mansfield	Read Replies (1) \| Respond to of 31646

Very interesting comparison of IT remediation vs. embedded systems remediation - first time I have seen such a comparison. John 'Embedded systems vs computer systems - remediation Harlan Smith Y2K Technical Advisor Harlan is a retired electronics engineer with some 36 years experience of working on complex military radar systems. He has a systems engineering background and has written several articles on the year 2000 problem including an introduction to the embedded systems problem, an article on tm_year dates and a plan for achieving global compliance called "Synergistic Mitigation and Contingency Preparation" . Harlan began in the US military working on radar systems. He then went on to study for a Bachelors in Electrical Engineering at the University of Washington in Seattle. Following graduation, Harlan spent nearly 10 years at General Electric in Syracuse, NY working on developing large radar systems. In 1967 Harlan left GE to work for Texas Instruments. Harlan spent the next 26.5 years working on radar and systems for the US defense. These systems typically contained tens of thousands of processors working together to form complex embedded systems. Since mid-1997 Harlan has concentrated on raising awareness of the year 2000 problem and his paper "Synergistic Mitigation and Contingency Preparation" has been sent to every senator in the U.S. In addition Harlan is a member of Computer Professionals for Social Responsibility (CPSR) and a regular contributor to their y2k site. Harlan is also very active in the comp.software.year-2000 newsgroup posting over 1000 messages. As if that weren't enough, Harlan is also an Associate SYSOP on CompuServe GO YEAR2000 in his spare time (what spare time!) -------------------------------------------------------------------------------- In an effort to explain how to remediate embedded systems for the year 2000 problem, Harlan Smith has produced this table comparing the remediation process for computer systems and embedded systems. .... y2knews.com

To: David S. who wrote (19479)	6/27/1998 9:10:00 PM
From: Jean-Philippe Chevalier	Read Replies (2) \| Respond to of 31646

David, I find this to be the most profound post that I have read on SI for several days. In my opinion, such as is is, TAVA is toast as some point around 1/1/2000. (This is assuming they don't find another means of subsistence before the problem goes away. I realize that all the work may not be completed by 1/1/2000, but the extent of the revenues will be much easier to define and will be limited. It would not be prudent to bet on a Y10K revival.) That said, the identification of companies who have worked a plan (hopefully successful) would provide a fruitful area of investing. It seems to me that the real low hanging fruit will be picked by investing in such companies. Furthermore, companies should be compared with their industry peers because there are no big gains to investing in a company that is essentially Y2K equivalent to their peers. This may be a successful hedge against potential losses, but as I see it the objective would be to invest in a company that appears to have a Y2K advantage against their direct competition. This may be easier said than done as I would expect industry leaders to try to cover competitors actions whenever possible. I still think there will be ample opportunity to find situations where there is a clear industry leader on Y2K issues. Now the tough part will be in identifying those stocks. It will be increasingly more important to do so as we approach the 1/1/2000 date and unless there is a rush to invest in Y2K quality within an industry, any move into these positions can be made late in 1999 with substantial gains resulting. Of course I have also considered the prudence in mattressing my capital just in case the market or my broker has a Y2K puke. What then? I too do not profess to be a Y2K expert. So where do we go from here? It seems for the moment that all the Y2Kers are euphoric over the TAVA jump on Friday. Don