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

To: Quad Sevens who wrote (20490)	7/13/1998 2:50:00 AM
From: Jeffrey S. Mitchell	Respond to of 31646

How often does your mechanic fix your car by refurbishing defective parts, as opposed to using new ones? Probably as often as factories refurbish defective chips -- rarely. The bottom line is you want your car to work. TAVA assures factories will work post 2000. It's a huge problem, an expensive problem, and no one even comes close to doing it better. And the bottom line for TAVA investors is that regardless of what people here write about what they perceive goes on behind the curtain at TAVA, it's good enough that many a Fortune 500 company is signing on the dotted line... and that's what counts. - Jeff

To: Quad Sevens who wrote (20490)	7/13/1998 3:27:00 AM
From: CalculatedRisk	Read Replies (3) \| Respond to of 31646

Wade, my remedial lesson is over! This all started when I felt a poster suggested that TAVA, after the completion of I&A, might receive significantly larger "remediation" contracts ... just like KEA and other Y2K companies. Of course, this is not true. I tried to correct this misperception with the following simple post: exchange2000.com NOTE: I substituted the word "fix" instead of "remediate" to try to make this clearer. If KEA, after I&A, suggested that their customers switch to Oracle or SAP instead of fixing their COBOL code, I doubt KEA's shareholders would call that "remediation"<G>! But certain TAVA posters want to say TAVA performs remediation by recommending replacement, IMO very confusing for non-technical people that follow Y2K. After my simple and accurate post, the rancorous posts proliferated rapidly. In fact, C.K. Houston alone posted personal attacks on at least three different threads! Actually, IMO I pretty much kept my cool, except with Mr. Zahran, and for that I apologize to the thread. Hopefully the end result is everyone has a clearer picture of the capabilities of TAVA. Regards, Bill

To: Quad Sevens who wrote (20490)	7/13/1998 9:59:00 AM
From: Rick Bullotta	Read Replies (2) \| Respond to of 31646

Wade: Another angle on the remediation issue... I think anyone who knows TAVA knows that they have the ability to fix or replace any "standard" plant floor hardware or software or to replace some proprietary embedded controllers (but not all - some machine manufacturers will be the only means for getting their own equipment Y2K-ready). So let's put that to bed, we're all in agreement. The REAL question is, does TAVA want to do this work and should they do it??? In conversations I've had with friends who are TAVA project managers, they seemed to indicate that they'd prefer to be 100% booked up with I&A work (much higher margin) and leave a good bit of the (lower-rate) remediation to others. As a shareholder, I'd much rather see them going after the high-buck stuff and subcontracting the remediation, so that they can effectively "increase their coverage" by a factor of 2-4. The more "coverage" or "presence" they can establish with manufacturing clients during the Y2K phase, the more opportunities they've created for post-Y2K work, thus enhancing both short and long term share price/valuation. Also remember that the I&A phase is much less resource intensive, so that they could plant many more seeds doing just this phase than they could doing both. For the most part, the "remediation" phase is no-brainer work that literally hundreds and thousands of systems integrators could undertake. Subcontracting or partnering with smaller regional systems integrators would also provide TAVA a chance to "try before you buy" for potential acquisitions. "But that's just my opinion, I could be wrong...". <g>