Questions do make a difference- Here's an anonymous validation. The new PR firm is conducting a customer survey. I am an Alydaar customer and have been interviewed by the new PR firm. I was very frank with my answers. One thing I stressed was the importance of their answering the list of questions that were presented to management. They are very aware of SI and knew about the questions. I hope this helps.
NJ Investors Ten Consortium Questions seeking answers by Alydaar
1. How are revenues, earnings, LOC distributed by each quarter between Europe, US, Asia, other and the forecast for end of year and for '99?
2. What is the backlog and production numbers for LOC by Quarter?
3. How many contracts are there in total and corresponding LOC, their estimated total value to the business, and percent completed by quarter?
4. What impact has the Chase Technologies investment had on business results - total, and year to date? What is the sum ROI? What is being done to improve shareholders value?
5. What is the productivity of the sales organization and how is it measured?
6. What is Alydaar's communication and public relations strategy and how will Olgilvy assists? At what estimated cost? How will it attract and retain investors? What happened to the July road show?
7. What is the status of Mr. Gruder's court case and his word to purchase of shares (article 8/17)?
8. Does ERP have impacts on the cost structure, and if so, how much? What are the estimated earnings impacts?
9. What is the rationale (specifics) and what are the details behind a diversification and acquisition strategy? How, when, and how much will the strategy effect the business? SAP and PSFT most recently made some strategic acquisitions to get into the retail marketplace for their ERP products and all have targeted this market for growth. With ALYD's limited capital and underperforming stock, how will it effectively compete?
10. How have you clarified executive responsibilities (specifically Gruder and Miligan) and what changes are anticipated to improve performance and management's effectiveness?
Are there new questions, given the conference call and results? Yes, what is the unbilled account receivable number and why was it unbilled? Is Compuware purchasing shares of Alydaar or would they be interested in private purchases?
We will continue to ask and await answers to make informed decisions. The power grows and the voice gets larger with time. Keep up the open communication and information sharing.
Thanks again,
NJ Investors |
