Dear Jeff,
To reiterate your point, one must realize that Alydaar and the Year 2000 problem must be put in a whole other category when comparing to other businesses.
I hate to give such a dour comparison, but say the millenium bug was actually some form of "biological virus" and everyone on earth had caught this bug and it would end our world population in 18 months.
Everyone would have to be inocculated with some sort of vaccine in order to survive. No if, and, or buts, to live, you had to get vaccinated. It would be human nature to wait until the last minute, only to find out the lines were too long.
The Year 2000 bug is very much as critical to companies and governments around the world. To survive, you must become Year 2000 compliant. No if, and, or buts. Companies will soon realize that they cannot get by by giving a couple of million lines of code a month. When will they realize this? June of 1998, when the first 18 month deadline comes and their systems start failing . By then it will be two late and companies will inundate their vendors with code to get fixed. Alydaar would be smart to put minimum amounts of code in their contracts. I am sure Gruder knows the problem will come when too much code comes in too late, I hope he has the foresight to tell companies that now and make them give larger batches of code.
Fundamentally, the companies growth is to be admired, while other Year 2000 vendors lost money for the 1st Quarter. Mutual fund mangers look companies with 20% growth a year, not a quarter, that is phenomenal!!!. And if my prediction comes true and companies start dumping code and begging ALYD to fix it, because they are running out of time, they very well could do $2.00 in a single quarter.
Thump9 |
