Re: Tech's Questions about ALYD's Infrastructure
Tech,
You have to remember that while a contract may be new to us, it may well have been in ALYD's pipeline for months. If you were Compuware and you had a billion lines of code to remediate, wouldn't you ask ALYD, your potential partner, the same very important questions you brought up to us, merely the ALYD investors? You'd be insane not to, don't you think? Well, the answer is in black and white-- in the form of a long term contract.
If you were a multi-billion dollar manufacturer and you knew that ALYD was already doing work for Aer Lingus, MD, 3M and Nabisco, wouldn't you be worried that they might not get to your code in a timely matter? I would think so. Fact is they signed a contract anyway, which would lead one to think they got a response that satisfied them, don't you think?
The point is, without ALYD's business plan sitting in front of us, we're not really going to have a meaningful debate on this subject, and I really doubt there's much chance you or I will be made privy to it. Make no mistake, I stand by the numbers I gave for their current capacity, burn rate, etc. But, I also know for a fact they are in a big hiring mode right now and ramping up capacity.
I recall back in January or so Rich Dee posted a Charlotte Observor article about ALYD securing a lease for 20,000 sq ft of additional office space. I figured no company in their right mind would do such a thing unless they were really confident they would need it. Guess what? They did. ALYD now says they would even consider abandoned KMarts. Yes, I know that was supposed to be humorous, but if past experience is any indication, the next thing you know, Martha Stewart and Kathy Ireland will be strolling down the aisle [http://www.kmart.com/clebrity/ki.stm ] (gg).
- Jeff |
