CD Y2K WEBSITE, PILOT PROJECT, STAFFING, MARKET SIZE
From: Richard S. Schoenstadt Oct 17 1997 7:20AM Reply #4289
Edited by CK HOUSTON
After talking with pr and a rep from the company a couple of days ago I found out the following additional info. (Some of which is old news and with respect to the CD release we now know.)
PR RELEASE: biz.yahoo.com
CD Y2K WEBSITE
With respect to the year 2k website it looks like they are contracting to a third party to run that. This came in response to a question, whether or not they had the server capacity to handle the demand that the CD might generate. This contract with a third party is consistent with the original press release which said that internet support would be provided by the company's designated technology center. This should take care of any questions about ability to handle demand. The Y2K website should be up and running by the end of the month. One guy thought it already was.
WHAT IS PILOT PROJECT & ENGAGEMENT?
The answer I got was that these engagements run the gamut from simple assessments for 10k to projects like Sun Oil which have blossomed into 1-2 million dollar deals - for just 2 sites. Also we are in the early stages. Companies are not going to write a blank check without some proof of competency or need.
I was given Boeing as an example. Supposedly Boeing has over 16 plants just for riveting wings. TPRO started in one. Now they are in 3. As the work is successfully completed, confidence level is rising and presumably more work will come.
(Basically we are still early ramp up stage. I expect this to accelerate greatly over the coming months. Exponential.)
STAFFING
Repeated, as we already know, that they will be adding 125-175 engineers - this year. (I assume that means fy 98 which means by end of June 30 98. Also, when you think about the 20 companies with the 900 plants asking for proposals, that they already have at this very early stage, and the 1/4mil to 1/2 mil estimate per plant and you look
at TPRO's staffing it seems logical to suppose that TPRO is in the cat bird seat to pick the most profitable deals, since there is no way they can do more then a fraction of that work with current staff - except assessments.)
SIZE OF REMEDIATION MARKET
I asked how TPRO, with it's small staff, could handle such a large market. One said they can't, but what they intend to do is skim off the cream. Stated that market was huge.
TOTAL MARKET
One answer repeated the 70,000 figure that we already know about. This is all plants in the US over 100 employees in size. That is total market. They do not expect to get all of that.
However this market does not include electric substations or petroleum industry. (I assume that's where the additional 100,000 comes from to make up Red Chips 170,000 total market estimate. This would make sense. Since Skipard's notes of the Wainwright conf. in Boston say 100,000 utility substations at 50,000 each.) |
