To: JDN who wrote (25720 ) 12/21/1998 6:40:00 PM From: Bonzo Read Replies (1) | Respond to of 31646
Subject: Re: Hope that this isn't a problem Date: 12/21/98 2:56 PM Pacific Standard Time From: Bonzo3 Message-id: <19981221175615.06095.00001590@ng-ft1.aol.com> >> Firms marketing Y2K solutions, which will have limited lifecycles whether Y2K turns out to be an exaggerated myth or serious short-term problem. << "Companies in these categories ought to consider slowing their pace of growth, shoring up their balance sheets and re-examining their strategies,"<< Ed not sure what's new in this article regarding Y2K companies. Jenkins initially tried to fight the image of TAVA being Y2K but eventually gave up since it has been such a driver of TAVA's business. TAVA is certainly progressing into more than a Y2K company (with little post Y2K potential). Here are only a few areas where TAVA has secured Non-Y2K business for the post millenium: > TAVA Consulting is booking business in the MES/ERP market (non-Y2K) > Mangan acquisition will add strength to their core Control Systems business (non-Y2K) > TAVA, as a result of Y2K clients, has moved into completely new markets, most notably - Airport Operations. TAVA projects this new market to generate $25M annually over the next several years. (non-Y2K). > TAVA & Coors/Wilbank partnership has targeted the paper/pulp market for new automation products, technology and services. (non-Y2K) > TAVA/Beck - Currently tasked to addressed Y2K Embedded Controller problems within the Utility industry - the future of this partnership may lead to other non-Y2K business within this same industry. > Solution Provider Partners Program, has provided TAVA with international business opportunities and possible foreign acquisitions. Initially the SPPP will provide high margin Y2K, database compliance reports and some licensing revenue. Post Y2K, I would look for possible SI and MES/ERP opportunities through partnerships, alliances and foreign acquisitions/offices.