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

To: Rick Bullotta who wrote (23766)	10/4/1998 2:31:00 PM
From: John Mansfield	Respond to of 31646

<< <<Again, Y2k remediation work will continue for 3-5 years; and as this is becoming a pure sellers market (where are the competitors!? Only Raytheon mentioned; this is correct as far as I can see), TAVA can sell to customers with contracts for non Y2k follow up work in the works...>> Simply not true. Not even remotely true. Virtually any plant floor systems integrator is fully capable of doing the remediation work, and there are literally thousands of SI's in the U.S. alone. TAVA doesn't own the output of an inventory/assessment phase; the customer does, and is free to competitively bid the remediation work.>> I never said that no other SI could do the remediation work. However, all SI's starting (or having started recently) into this field need time to build a compliance database... we know how much it took for TAVa to build it. << Don't fall into the trap of thinking that TAVA has some type of unique monopoly for remediation services>> This is complete CR*P. I never stated such a stupid thing. << I think everyone has been missing (or ignoring) my point on the human resource challenge that lies ahead for TAVA. JDN and others keep pointing to the blurb in the 10K about "very low training costs" with the new hires - OF COURSE THIS IS THE CASE WITH Y2K WORK! As I've said many times, a well-trained animal could probably perform the basic inventory and assessment work, thus the reason that almost any warm body off the street didn't need much training. However, when the shift back to "real" work (consulting, design, project execution, etc) begins, a good number of these new hires will be sorely underskilled and will either require extensive on-the-job training (very expensive) or must be replaced. >> You are missing something. Just read the GM Y2k plant floor remediation guide. Beside 'simple' assessment/remediation work; there is also highly complicated end-to-end testing involved in fixing complete factories. The project management / planning / consulting is NOT simple work. Also, business decisions are involved when there is not enough time anymore to fix everything. Just read the stuff from Cheryl about what the Krafft Y2k manager told her on a conference. This again is not 'simple' work. I am disappointed at these remarks, until now I thought that you had a very good idea about the complexities of Y2k remediation. B.t.w. it is exactly this focus by many people stating their views on Y2k on 'how simple Y2k remediation is on the chip/object level', that management/public etc is still underestimating the complexity of the job; and the risks of overrunning deadlines set). Regards, John