To: Pancho Villa who wrote (4756 ) 3/11/1998 8:14:00 AM From: RODNEY R. BORDELON Read Replies (1) | Respond to of 10786
Pancho Villa, <<<Subject: Re: analyst visits Date: Tue, Mar 10, 1998 21:38 EST From: Feltburner Message-id: <19980311023901.VAA03813@ladder02.news.aol.com> Spoke w/ one of the analysts who visited Alydaar recently (my original info. was off slightly as one visited last week, one yesterday, and another was supposed to be there today but cancelled). He was a long-time skeptic on the company who has come away impressed w/ the company. He never believed their "silver bullet" talk (and still doesn't), but feels they probably have one of the most automated tools in the mkt. and a good handle on the complexities of code packaging and conversion involving human intervention. He also gave the company credit for having the infrastructure in place to handle any crush of business that should come later this year. He felt the Compuware alliance was underestimated by investors. I did not ask whether he plans to write on the company, as I would not expect him to answer that question (and it is probably one which will be answered by the investment bankers, not the analyst). The co. indicated that yesterday's meeting also went well. The analyst was still traveling and I am out tomorrow so will probably not speak with him until the end of the week. -Felt Burner>>> Pancho Villa, Watch out for these crazy analysts. They use to spoil the ALYD party, but what if they came out of the closet and actually said something positive about the company for the first time in company history. I hope they don't write something on ALYD just as ALYD releases its first profit in history. Just trying to protect your pocket book, watch out. TRUTH