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To: feltburner who wrote (3881)	12/29/1997 9:36:00 PM
From: tech	Respond to of 10786

1. the slap was not with because of the purchase of CHASE's half, but in the manner the deal was done. > i.e. Reg S. 2. How many millions of lines of CODE has Alydaar Europe gotten so far? Don't you think CHASE is now their competitor and if ALYD teamed up with CHASE to begin with, that must mean CHASE had something to offer ? Well guess who CHASE picked to work with now. 3. CSGI's worth will be determined by the contracts they will announce. 4. ALYD says they have 30 contracts, a shiny new NASDAQ listing, many big name contracts, and even some options. RIGHT ? then what is wrong with the stock price ? 5. I have stated that I will continue to trade the stock (using the options) The stock is, IMO, lower due to other issues. The other Reg. S will further add to the problem. I still think ALYD will be a good trading stock.

To: feltburner who wrote (3881)	12/29/1997 9:51:00 PM
From: tech	Respond to of 10786

felt - I believe that the factory approach is what will be in demand once the bulk of the business comes in. If you look on the CSGI thread I posted several articles that stated how programmers are becoming harder to keep and even harder to find. Companies who are now using the tool vendors such as PTUS, SEEC, VIAS, etc. will face a big problem once they see their payroll costs skyrocket. They will be forced to use the conversion houses instead of trying to do the work in-house. We will also see companies like KEA, who currently uses tools provided by the vendors and lots of programmers, start to wrap their services around the conversion houses. They will also feel the pinch. If you can't find any programmers to convert code there is no need to buy a toolset. Companies who haven't started yet are going to find it very hard address the problem in-house. ALYD will do well and I plan to go long in the stock once some of these "trading issues" are cleared up. Until that time I will trade the stock on the ups and downs (as I have and will CSGI).