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Technology Stocks : Zitel-ZITL What's Happening

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To: ed taylor who wrote (14783)3/29/1998 11:33:00 AM
From: SOROS  Read Replies (4) of 18263
 
Dear ed,

I own some PTUS, so I don't like seeing it crash, but most of my money is where the real deal is -- ALYD. With CPWR behind them, when the going gets tough for companies, they realize that Bill Gates is not going to come up with a $49.95 CD that will fix their code while they play games, and the deadline looms ever closer, ALYD is the only company with a proven tool and gobs of employees that have been trained how to use it. Lots of companies may have decent tools to "loan out" if you will, but how many people even here buy a supposed "simple" software program, and they end up on some company's 2 hour technical telephone hold because of some conflict? Other companies may have a good tool, but only 10-20 employees. They will make some money, but ALYD, IMO, actually has the technology AND bodies in place to be the one company (bodyshops and tools included), to be the one company to make the Y2K "hype" come true -- that is, a company earning, say a couple of BILLION dollars from this problem.

I remain,

SOROS
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