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

To: Steve Rodio who wrote (5208)	3/23/1998 1:09:00 PM
From: Jeffrey S. Mitchell	Read Replies (2) \| Respond to of 10786

Steve, great find about TSRI. Back when ALYD had this problem in mid '97, I commented how it was a blessing for them to find this out so early in the game. I also commented that the reason you heard ALYD say it first was that ALYD was the one getting all the contracts. Guess what, that means ALYD is more than half a year ahead in the all-important strategic phase of dealing with Y2K. That means when the floodgates do open, ALYD will be one of the few companies that can actually handle the onslaught. However, although ALYD has taken steps to protect themselves from sudden code shrinkage (i.e. if the customer doesn't deliver 1M line chunks they get billed for it anyway), as TEDennis pointed out, getting the code shipped on some sort of timetable is easier said than done. So, as I've said, the good news is companies like ALYD that have such policies know upfront the value of their contracts. The bad news, for now, it that they probably can't predict exactly when those revenues will be recognized. If you want to trade Y2K stocks, good luck guessing! As for me, that's another reason why I'm just holding until all heck breaks loose. (gg) - Jeff