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

To: Tech Master who wrote (6045)	5/2/1998 10:14:00 PM
From: Jeffrey S. Mitchell	Respond to of 10786

Re: Euro right or Euro wrong? Rather than say what I think ALYD should do, for what it's worth, I'll say what I would do if it were my company. See if you agree. Here is the key statement in your argument, IMO: What is wrong with providing more services if you have customers that are willing to pay for them? I've long argued that while ALYD's value short-term is in it's Y2K solutions, its long-term value is in its stellar client base. Can ALYD sell a Euro fix to their existing client base? If yes, then I agree ALYD should go all out developing a solution for it. If not, then they should start right away, if they haven't already, figuring out what next these guys might be willing to shell out big bucks to accomplish. I would take a cue from MSFT and set aside a team of people whose sole intention is to reinvent the company for post 2000, or when Y2K work starts to slow down. Like MSFT, I would talk about the thinktank just enough to catch people's attention, but not enough to detract from the core business of fixing Y2K. Just toss in the word "internet" or "e-commerce" in a statement about a new project and that should be good enough (gg). Meanwhile, internally, I would still be devoting 98% of my energy to solving Y2K related problems. I'd be doing whatever I could to assure I had $100M in cash in the bank on 1/1/2000. At that point, with a good sense of what my direction should be for post 2000, I'd start making some key acquisitions. I'm not sure I would do so earlier than then for fear of disrupting things internally too much, as often happens in these cases. Well, there you have it... one person's opinion. (g) - Jeff