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To: Runner who wrote (5234)	3/24/1998 1:20:00 PM
From: Jeffrey S. Mitchell	Read Replies (3) \| Respond to of 10786

Will ALYD be another PTUS? No, here's why: First, here's link to why PTUS was downgraded: 207.183.153.206 I've said over and over that alliances are meaningless. Just think about the number of times we've seen alliance partners, as opposed to Y2K companies themselves, announce contracts with Fortune 500 companies. Why? It's simple; no large company in their right mind would give their mission critical code (the stuff they obviously will fix first) to a bunch of consultants with no track record. Yes, ALYD was once such a company. But, thanks to management, they had a vision that goes way way back. They started building SmartCode years ago so that in '96 when the first companies were just starting to investigate Y2K solutions, ALYD was there to help-- for free. Still more than three years away, there was no pressure and no need to send them anything but sample code. I recall that ALYD had five teams all working on Dupont's code in early '97-- just to see which team could do the best job, and to learn from that experience. Believe me, ALYD had their butt kicked out of several doors in '96. But, rather than fold up shop they regrouped and learned from the experience. The upshot is that now we are seeing a mature company. The mistakes ALYD made a year ago are just now biting their competition. More importantly, the whole reason why ALYD does not license their technology is to maintain quality control. Having talked to analysts that have talked to ALYD clients, I can assure you their reputation is stellar. Sure Bob may have rubbed some people the wrong way, and sure they have made some bad forecasts... but, as we know, the industry as a whole is behind schedule. Analysts have told me that the amount of work that ALYD has in signed contracts is truly amazing. Yes, you certainly wouldn't know it by their press releases. As I've also said over and over, xx contracts for ALYD are for more than 10 million lines. Don't you think ALYD would have loved to have these numbers shown on a contract? But all we have to go on is the stuff that analysts are legally able to obtain from ALYD and legally able to disseminate. Personally, I take Y2K estimates for Q1 and knock 15% off them to account for the overall slow demand and/or delivery problem. I still can't for the life of me figure out whether ALYD fits that category or not. After all, they are only followed by a handful of analysts and not on a regular basis like some other companies are. However, with the talent on this board, we certainly can get a good sense of what people expect. I'm not here to tell people to buy, hold or sell. I'm here to just give people whatever facts I can to help them make an informed decision. - Jeff