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To: ZOID who wrote (3699)	12/11/1997 9:31:00 PM
From: feltburner	Read Replies (1) \| Respond to of 10786

>>ALYD's competitors are announcing blue chip deals WITH dollar figures attached>> Who and how much? What other Y2K TOOL VENDOR has announced deals such as a $20mm contract w/ SAIC or a 16mm LOC contact w/ NSP? Don't forget, CPWR, a $5 bill. mkt. cap. firm, announced the latter deal as well; while not the largest deal in the Y2K industry, or even ALYD's largest deal, few larger have been announced. As to not showing $ value of the latter, even the most novice Y2K investor can impute a value greater than $5mm to ALYD from the deal; you may not want to hear about secrecy or liability issues but they exist. As to rev. projections, put yourself in Bob's or Tom's position. The stock is weak and shareholders want to be reassured. Business has never looked better for them and they want to let us know that. You assume they are taking away any upside surprise, I assume they are now making projections that will be met regardless of negative surprises. Shareholders, regardless of whether they bought at $1 or at $32, should feel sick that the stock is 50% off its highs, but everyone should step back and realize what the co. has achieved over the last 12 mths., as well as the prospects for the next twelve. -Felt Burner

To: ZOID who wrote (3699)	12/11/1997 9:44:00 PM
From: Jeffrey S. Mitchell	Read Replies (2) \| Respond to of 10786

ZOID, I've been reading Y2K contracts for a year now and I don't recall too many with lines of code, let alone dollar amounts. And I don't recall a single one with both. I went back through several weeks of announcements just in case I missed some. Here's what I found: ALYD - 12/8 - Northern States Power - 16M loc CBSL - 12/8 - Michigan Info Processing Ctr (MIPC) 9M loc [2 other partners] SPNSF - 12/4 - AGF/SI - $14 million ALYD - 12/3 - Whirlpool - no terms BDMI - 12/2 - Texas Department of Information Resources (DIR) - no terms KEA - 12/2 - Janus - no terms ISLI - 11/19 - Banamex Banks - no terms IMRS - 11/18 - Commercial Union of South Africa - 3M loc Seems representative to me. Perhaps you could elaborate? - Jeff