Mr. Mitchell,
To begin, I do not want to get into a "my stock is better" contest with you, but you have brought up some questions and have made some comments, that I feel obligated to respond to.
1. "Do you have a clue what conversion method CSGI uses?"
<Mr. Mitchell CSGI and ALYD both use "windowing" and I do agree with you that most large firms want "windowing" vs. ""packed binary" approach.>
2. "What mainframe markets do they dominate, which markets are they just getting started in?"
<Mr. Mitchell I do have a problem with the way you stated the above question. I don't feel that any single year2000 company can DOMINATE any market. Are you saying that ALYD has dominated a mainframe market? If you do, please explain. CSGI's markets include HP, Unisys, DEC, BULL, NEC, and yes even IBM. Why is this worse or better than ALYD?>
3. "Since they don't have a marketing staff, and don't want one, who are their strategic partners and what markets are they after?"
<CSGI's alliance partners are:>
Strategia (STGI) - has a strong presence in Europe and the bull market. STGI has already provided CSGI with a Gov. contract { biz.yahoo.com }
Note: STGI has recently gotten a contract with Mecklenburg County Data Processing Department { biz.yahoo.com } *isn't that right in ALYD's backyard?
SCB Computer Technology, Inc. (SCBI) -legacy and mainframe applications and open systems.
The Company's primary customers are state and local governments, public utilities, Fortune 500 companies and other large organizations. { biz.yahoo.com }
AGISS (AGCR) - Has a strong presence in Canada and has exclusive rights to CSGI's toolset in Canada. AGISS also has a strong ties with the Canadian Gov.
{ techstocks.com }
Millennium Enterprises Inc. of Columbus, Ohio. - The software runs on a Hewlett-Packard 3000 computer and is distributed to approximately 3,000 client sites worldwide. CSGI has already received a contract from them. { techstocks.com }
Unysis Corp. (UIS) - Unysis will be one of the main providers of Fortune 500 contracts to CSGI.
The Baxter contract that was provided to CSGI by INSI used CSGI's toolset on a Unisys 2200 mainframe. { biz.yahoo.com }
One other alliance is also in the works and may be announced in the near future.
Mr. Mitchell, why did you think that CSGI did not use the "windowing" method?
Mr. Mitchell you have also mentioned ALYD, on this thread and others, along with Fortune 500 companies, but to date all I found on the wires was a press release about results from a BETA test for DuPont (NYSE: DD). The article does mention other Fortune 500 companies looking at ALYD's solution, but it clearly states that the companies are currently" reviewing" Alydaar's technology. {http://biz.yahoo.com/bin/jump?/prnews/97/03/13/alyd_dd_y_1.html+alyd+97+04 }
"Officials from Alydaar and DuPont are scheduled to meet later this month to discuss a master contract for a long-term relationship."
This contract is in NO way a signed and done deal.
While on the other hand CSGI has SIGNED a DONE DEAL with Baxter Cardiovascular whose parent company is a Fortune 500 company.
I also am curious why ALYD did a REG. S ? this is not good at all. From what I understand the stock that will, in the end, be converted will not even come out of the float and it will promote short selling. Isn't this true.
Why does ALYD need the funds? Doesn't that point to them having too much overhead? Isn't it true that ALYD actually lost money last year?
{ techstocks.com }
"With Matridigm's admission that the world wants "windowing" and not "packed binary", ALYD, IMO, is poised to dominate that market."
{ techstocks.com }
<Mr Mitchell I would also like to point out to you that NO SINGLE year 2000 company can "dominate" the market. To claim such is nonsense. Furthermore, Zitl's MatriDigm unit was more CSGI's rival than ALYD's because MatriDigm said they had a viable "automated" solution.
I believe that MatriDigm's failure opens the gates for companies to flood to other AUTOMATED conversion providers. Does ALYD have an automated toolset? Also please do note that CSGI uses the "windowing" method.
Thank you, and I look toward you reply.
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