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

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To: deltarider who wrote (5979)	5/4/1998 2:46:00 PM
From: WMH	Read Replies (2) of 10786

Folks, new to SI but not Alydaar, B Gruder and the Y2K problem. I have been a stock holder since 1993. Gruder is a bit of a head case but has built his business up very nicely and is in my opinion applying his technology to a hugh market. I sell into this market (not Y2K solutions) and can offer some insight into why the $ is not poring in as expected. These Information Technology (IT) departments are resource and $ tight. Many times they will only act if they are forced to. The Y2K problem was not on anyones radar screen several years ago so the budget and people resources weren't there either. Now that they know they HAVE to do something they sign on with an Alydaar and flip the switch that now everything is going to be okay. They don't realize the amount, complexity, timing and people resources required to TEST the returned code. Alydaar can swamp the people resources from their customer base with returned code. My guess is that their customers are way behind in testing and therefore they have stopped / slowed sending code to Alydaar. Gruder's ability to predict revenues will only get better as his experience grows. Also, they are considered a factory solution which means they have an automated approach versus off shore companies like Tata of India where it's 1000's of underpaid programmers are going thru code to fix it. Factory approaches will grow in popularity very fast when Tata and others begin falling behind schedule with returning code and since it is a manual process there are bound to be problems. One stone I will throw their way and one that I think is holding the price down is that all their press releases position them as Y2K company. What happens Jan. 2, 2000? They need to create an image and capability to demonstrate to investors that they are more than a Y2K company.

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