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To: Michael V. Pokroy who wrote (5151)	3/22/1998 5:52:00 PM
From: tech	Respond to of 10786

>> Steven Leeb's investment group << do you have a link or any information on where I can find this group. thanks.

To: Michael V. Pokroy who wrote (5151)	3/22/1998 6:09:00 PM
From: Jeffrey S. Mitchell	Read Replies (2) \| Respond to of 10786

I've been wandering whether Alydaar is now able to receive large amounts of code for conversion on a timely basis or not...I was under the impression from reports on SI that Alydaar had beaten the problem, by assisting their customers retrieve code. ALYD had a big problem in mid '97 because clients were giving them 250K chunks instead of 1M line chunks. I assume by now I don't have to explain why this was a huge problem. So, yes, ALYD now will teach their customers how to package code. Suffice to say the process of packaging code has huge implications (i.e. can we find all the code, can we freeze it, do we have adequate resources available to test it when it comes back, etc). So, to now directly answer your question, getting code "there and back" on a timely basis is of great concern to all involved. As for how well ALYD has done in this regard, only they know for sure. However, after talking to people at the SPG conference and others involved in this process, my opinion is that getting code on a timely basis is a horrible industry-wide problem. So, how would such a problem affect Y2K companies? Well, in the long-run it obviously will not because, eventually, they will process all the code. Short-term, however, it makes predicting revenues almost a crap shoot. If Y2K companies don't even know when they will get code, how can the analysts? The obvious answer is for Y2K companies to stipulate in the contract when they get code. In this cut-throat business -- just ask a Y2K project leader how many calls they get a day from vendors -- I would call this a buyers market and hence I doubt Y2K companies would risk getting a contract by stipulating a code delivery timetable replete with associated penalties. As crunch time approaches, of course, this should all change. I hope TEDennis is reading this post because I'd love to hear his opinion on this as well. - Jeff