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To: Tech Master who wrote (6043)5/1/1998 11:53:00 PM
From: Jeffrey S. Mitchell  Read Replies (1) | Respond to of 10786
 
Re: Euro Conversion

Maybe I am in the minority here, but I don't see Euro conversion as a plus at all. In fact, I see it as a minus.

1) The Euro is being phased in starting in '99, so it overlaps (read: takes away from) Y2K work.

2) From what I read, the Euro requires financial types in addition to a legion of programmers. According to de Jager: "EMU is a significant change to how an organization manages and reports its worldwide financial activities. It is not, as some have suggested, merely the addition of another currency." Source: year2000.com

3) There's plenty of Y2K work-- high-turnover and thus high-profit Y2K work. If I thought Y2K would be solved by 2000, I might think differently.

Don't worry, there are plenty of other things ALYD can do to both diversify and still stick to their core competency. One day when I lots and lots of time I might talk about them. (gg)

- Jeff



To: Tech Master who wrote (6043)5/2/1998 12:29:00 AM
From: P. Ramamoorthy  Read Replies (2) | Respond to of 10786
 
TEch Master - Re.: The street wrongly believes that ALYD is a "One Trick Pony".... they are not. But they have allowed themselves to be considered as such because of mismanagement of their image. ...

IMO ALYD needs to get on the ball and do some real PR work to educate
shareholders and analysts about what they are doing outside of Y2K WITH THEIR OWN TECHNOLOGY... not just by some planned acquisitions.<<<

This could be a problem - image perceived by the wall street. How many analysts know about ALYD, contracts, and their work? Not many follow? Why not? Is Gruder trying to do anything about it? Ram