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

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To: CharlieBoy who wrote (6449)	5/28/1998 3:07:00 PM
From: Jeffrey S. Mitchell	Read Replies (2) of 10786

CharlieBoy, ALYD's peers in the context I intended meant other companies perceived to be Y2K vendors. Certainly ALYD and CPWR complement rather than compete with each other, but now we're getting into a level of detail that will only come into play when the entire sector gets hot. In other words, only when the problem becomes better accepted as fact not hype will (new) investors start trying to pick and choose who the high-flyers will be (those of us already in Y2K stocks probably already have our favorites). As for true peers, said company would, at a minimum, have to: 1. Do the work for you 2. Provide a windowing solution 3. Remediate more than just COBOL 4. Handle testing if need be 5. Be large enough and experienced enough to turn code around fast How many others besides ALYD fit that bill? - Jeff

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