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


To: Karl Drobnic who wrote (28588)2/21/1999 4:33:00 PM
From: waldemar cyranski  Read Replies (1) | Respond to of 31646
 
Dear Sir, with due respect, just what does Portland getting serious about Y2K have to due with my stock in TAVA dunking in a uptick market??????



To: Karl Drobnic who wrote (28588)2/23/1999 2:43:00 AM
From: Steve Sanchez  Respond to of 31646
 
karl,

did you catch this in the Red Chip Review conference:
(btw the bubble chart mentioned below is the chart which is on page 3 or so in the annual report)

[John Jenkins says]

"Advanced Manufacturing Research also published, in december, a book that they called Who Can Integrate My Manufacturing Organization.

and the names here on the left are known system integrators. earnst and young at the top, anderson, deluette, others. the big five names that are heavily involved as you go to the right side of the scale.

they've attempted to divide this into the zone 1, zone 2, and zone 3 from the other chart. you can see from amr's desk, earnst and young, deluette and others occupy that right hand side (the erp installed, the business system transaction oriented packages).

as you come down and go to the very bottom, fluor-daniel, <someone else> who are more heavily involved in basic fundamental control, refineries and that kind of thing.

and the red bar on the center is our organization that amr feels from a total practice scope, frankly, is broader than any one else or as broad as the second competitor on that page.

for us it was a major step foward to go from the days where ken [analyst, of Red Chip, who's been following TAVA] knew us to actually make the same page as people like anderson, <someone>, cap gen and others.

this is our attempt to maybe taking that prior chart with all those bubbles and breaking it up into something which is more meaningful."