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To: Neal Evans who wrote (3672)12/8/1997 8:14:00 PM
From: airborn  Read Replies (1) | Respond to of 10786
 
A few days ago someone had mentioned that ALYD was about to make an announcement, that they were going to have a contract from Dupont, If this is true does anyone know when they will announce it and what kind of value this would represent for ALYD, as everyone knows Dupont is a huge corporation with ten's of Millions of lines of code that needs fixing, this would or should move ALYD up 2 or 3 points I would think!
Any feedback would be greatly appreciated, thanks......



To: Neal Evans who wrote (3672)12/8/1997 8:17:00 PM
From: Jeffrey S. Mitchell  Respond to of 10786
 
Neal, that's an excellent question and one I asked ALYD about today. The answer lies in the nature of the relationship.

ALYD and CPWR are a fix-it test-it team. ALYD fixes the code and passes it to CPWR for a thorough test drive. Each partner mainly derives profit from their own expertise.

This is much different than most other Y2K vendor relationships. For example, most of the other tool vendors license their toolset to a programming shop that 1) pays a one-time license fee and/or 2) pays a per-line royalty. The onus is usually on the licensee to get the client -- no small feat -- which is why many licensors have little revenue to show for their efforts except from license fees. When it comes to testing, either the client does their own testing or they make their own arrangements to send the code back out.

Thus, I would expect that ALYD and CPWR will each get paid pretty much their normal fees for fixing and testing all 16 million lines of code.

Come to think of it, considering the stock went down a buck today, I wonder if the market understands this?

- Jeff