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Technology Stocks : Enterprise Informatics -- Ignore unavailable to you. Want to Upgrade?

To: Michael Watkins who wrote (2355)	4/7/1998 8:12:00 AM
From: jackhach	Respond to of 13797

Again, I mainly agree, however, that is not a contradiction on my part. ALTS clients are very valuable on their very own, however, add the more then likely possibility of EB being a legit/functioning product, that is of course, assuming the partner/acquirer would be providing some elbow grease to get it up in running -- and you've generated some true value. Also, I have failed to recognize/mention that ALTS has not sold/landed anything worth speaking about in a 4 or 5 months. This is not just because EB is in BETA -- it is also because the sales staff (if one truly exists) is small and seemingly distracted/unfocused/unmotivated and can't get discussions about "any" EB started with cutomers. The acquring company would bring a sales staff with it/or hire one. BTW, Lotus would surely consider buying a company that had a long list of respectable clients -- assuming the technology in place at the client sites was comparable/competitive to what Lotus was selling at the time -- and they ran the real risk of losing those sites to MSFT. Obviously the price would be key. But, I have to say this. Lotus would spend more money on a committee to investigate the feasability of buying the company then on how much it would actually cost to buy the target. Then they would have to organize a committee to oversee the other committee because that committee is only made up of 43.7162905% women, 12.9946% agnostics; whereas an earlier committee deemed an appropriate percentage of women would be closer to 70.44269% and only 10.00% agnostics... Lotus is the epittomy of too much money/recognition in foolish hands. This company would be long broke (and was) if it were not for the R & D brains (most of which is sub-contracted out) that have kept it alive. IBM bought them simply for the established client list and Notes, and even there they paid much too much. -JH Mike -- please forgive my spelling. I nevar cuold spel well.

To: Michael Watkins who wrote (2355)	4/7/1998 9:17:00 AM
From: Greg h2o	Read Replies (3) \| Respond to of 13797

RE:<<It EB is there, almost there - then I think this is potentially an easy deal in the making for the right suitor. If EB isn't really there, then I don't think the client list is of value.>> You know, the funny thing is, Jay Tanna told me a few weeks ago that the first UPGRADE for EB would be ready in August! Now, I'm not saying you have to believe this (there are certainly plenty of reasons to doubt it), but I did see the EB product when I was in San Diego. I'll be the first to admit I'm not the person to see if you need help in your software department, but I do believe it was a total product that I saw and not just a smoke screen. Therefor, I really do believe the EB product is real... the problem is the time it is taking for upgrades--specifically the difficulty with the upgrading process. I'm certainly not cheerleading, as I am as disappointed as everyone else on this thread.... I'm just trying to lend some facts to the situation. regards, greg