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: M. Frank Greiffenstein who wrote (29195)	3/4/1999 1:17:00 PM
From: JOHN R. PERKINS	Respond to of 31646

Your comment is well thought out & thanks for the perspective it offers..

To: M. Frank Greiffenstein who wrote (29195)	3/4/1999 11:50:00 PM
From: Karl Drobnic	Read Replies (1) \| Respond to of 31646

M. Frank: TAVA learned from Wonderware not to rely on somebody else's sales force. At about the same time, TAVA formed an alliance with Groupe Schneider that fell from view, but has now surfaced again. I think there's a learning curve here. Increasingly, TAVA can pick up the phone and contact the right person in the right place. In the New Century Alliance, it looks to me like TAVA is offering the plug in that makes the rest of the alliance work. Litton and GTE have major govt. contacts, Sykes has the skilled workforce, and TAVA has the tools. It's the value of the database - selling the same information over and over again - being exploited at low cost to TAVA. I agree more and more with the World Future Society's finding: Y2K is most likely only the first of more major technological snafus to come. The next one need not be date-reliant. TAVA has a huge advantage in becoming Mister Fix-it to the manufacturing world with its database, and alliances with companies like GTE, Littion and Sykes could easily lead to those companies identifying problems for which the TAVA database can be tweaked for efficient solutions. Meanwhile, whatever cash TAVA gets from the alliance will be very high margin.