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To: Bert Zed who wrote (4979)	3/17/1998 2:24:00 PM
From: Jeffrey S. Mitchell	Read Replies (2) \| Respond to of 10786

So, Delbert, what you are speculating, is that ALYD may already have enough signed contracts that, assuming of course the work gets done on them as planned, already amounts to $75M for '98? You mean to imply that any contract they get between now and the end of the year may just be gravy? Very interesting... Of course this is all just idle speculation -- only time will tell if this is true -- but, boy, if it is, I'd hate to be caught short on ALYD (gg). - Jeff

To: Bert Zed who wrote (4979)	3/17/1998 2:55:00 PM
From: tech	Read Replies (3) \| Respond to of 10786

As you know you don't get a big check once you sign a contract. You get paid as you convert the code. If ALYD has already signed $75 million in contracts, but can't do the work, it doesn't matter what they have signed. So far, every time ALYD has failed to meet the expectations "slick" Bob has put out some kind of excuse.... Oh, we had problems with packaging yada yada yada etc.. ALYD has a huge demand for bodies and they have to ramp up production to meet the contracts they have already signed. Their burn rate and expenses will also shoot up dramatically.