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Technology Stocks : Information Architects (IARC): E-Commerce & EIP

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To: tech who wrote (2308)	9/10/1997 11:26:00 PM
From: Jeffrey S. Mitchell	of 10786

Tech, 1) You are basing your numbers retroactively, meaning that only new contracts have the 1M line chunk minimum proviso. 2) Not all teams work on remediation, and a percentage of those remediation teams work on converting sample code needed to "prove" ALYD can do it, i.e. in order to win contracts. As for Gruder throwing out ridiculous numbers, I think he will find it humorous that he is being accused of under-estimating! - Jeff P.S. I know how you like to debate these things ad infinitum, but I have to get a ton of stuff done before my trip on Friday, so I'll be off-line until later tonight. Too bad you are not going to be at the Wainright Conference tomorrow; it would be fun to hear Bob Gruder himself debate you. As "educated" as I may seem, I am only guessing, as are you-- I hope people realize that!

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