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Technology Stocks : Information Architects (IARC): E-Commerce & EIP -- Ignore unavailable to you. Want to Upgrade?

To: Robert K. Sims who wrote (4910)	3/14/1998 3:30:00 PM
From: SOROS	Read Replies (1) \| Respond to of 10786

Dear Robert, Count ALL the bodyshop companies. Then count ALL the tool companies. Now, narrow it down to those that have proven solutions. Now figure out the MAXIMUM amount of code the bodyshops can possibly convert in time. Divide this SMALL piece of pie amongst the bodyshops and bodyshops to come. Now, narrow down the tool companies with PROVEN tools to those with PROVEN ability to complete the job and test it with a PROVEN Industry LEADING company alliance (this will eliminate most, is not all of the so-called "silver-bullet" companies with no contracts, etc.). Now, if you were a major company with code to fix and a deadline to meet, who would you choose to do the job. Would you find out who other MAJOR companies were using and how quickly PLUS how accurately the jobs were handled? -- (this, once again, will weed out those companies claiming total automation and testing while at the same time having no reliable alliances, no contracts, and most of all, that lingering question of whether they will survive financially to take care of future problems -- if you have a CHOICE in buying insurance, does anyone pick the almost bankrupt company with GREAT rates?) Let's investigate the REAL companies that are left to do this work. How many of them now have the resources and have ironed out the mistakes to a sufficient degree to be able to actually DO the job correctly? In a nutshell, we know that ALYD is one of these companies. How big is this piece of the pie? We will know that total amount over about the next 2 years. What will Gruder choose to spend that massive amount of money on so that ALYD will continue to grow into the 21st century? I don't know, but if he was visionary enough to get a jump start on this problem, take the heat while building the base to handle the inflow of business, and carry it through to completion (while making you and me very, very wealthy), then I suppose he will take care of that part as well. I remain, SOROS

To: Robert K. Sims who wrote (4910)	3/15/1998 2:07:00 PM
From: CharlieBoy	Read Replies (1) \| Respond to of 10786

The problem with the IT industry is that everyone seems to base their business plans around getting a 5% share of the market place using the assumption that they have an excellent product (as ALYD clearly have) and that therefore they deserve to succeed. As Bill Gates proves time after time, it ain't what you do it's the way that you do it. One quick visit to year2000.com shows all the wannabes that ALYD are up against. Anyway like you say its the weekend, chill a little. CharlieBoy