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Technology Stocks : Information Architects (IARC): E-Commerce & EIP
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To: Rich Dee who wrote (269)4/15/1997 11:46:00 AM
From: Jeffrey S. Mitchell   of 10786
 
Rich,

Thanks for the timely summary of Gruder's interview.

...weren't any surprises. The ones he mentioned were DuPont, Smith Barney, and Barnett Bank.

Correct me if I'm wrong, but I don't believe anyone from Alydaar has publicly acknowledged a relationship with Smith Barney or Barnett Bank.

He did go on to say that he recently was speaking with "a big bank in N.Y. with a billion lines of code" that will be hiring one of the software vendors (possibly Alydaar, but he didn't say for sure) to fix their Y2K problem.

I am confused by the phrase "one of the software vendors". Does this mean the field has been narrowed to several, ALYD being one? Common sense says it would be better to not have been in the game than to risk having everyone know you had "lost"-- so I doubt it. This leaves two possibilities:
1. He was being facetious. (In other words, he was finding a way to say "the company is Alydaar" without actually using those words, since nothing is "official" yet.)
2. The company is one of Alydaar's partners, like SAIC.

I must say, however, I was under the impression that it was Dupont that had the billion lines of code. The fact that it may yet be for another company would be even better news since it would mean another source of revenue.

Of course I'm still waiting for the Dupont news and I look forward to a successful Westergaard conference this week.

- Jeff
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