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To: sibe who wrote (6084)5/4/1998 8:44:00 PM
From: RODNEY R. BORDELON  Respond to of 10786
 
sibe,

The horse is spelled "ALYDAR". I'm not being picky, I made the same mistake a while back and was called on it. You would think with all the stock I have that I would have known how to spell it correctly.

TRUTH



To: sibe who wrote (6084)5/5/1998 12:32:00 AM
From: 45bday  Respond to of 10786
 
We should be so lucky as to be runner up in this race.

By the way ALYD at 15 1/2 and/or ISLI at 15 1/2. I am long both but if I was a handicapper I'd place my win money on ISLI.



To: sibe who wrote (6084)5/5/1998 11:09:00 AM
From: WMH  Respond to of 10786
 
sibe

Right now companies are either remediating their code or buying new applications to replace the older applications (SAP R/3, PeopleSoft, Baan, Oracle Financials etc.). Unless a company has a year or perhaps six months under their belt of implementing a new application to replace the older ones, it is too late to start now and be ready for 2000. The companies remediating their code that are falling behind will soon realize their situation. Alydaar stands to gain from both of these situations.
The CEO's, CFO's and CIO's will open up the flood gates of $ to get the resources needed to fix the problem. I have already lost business in several accounts when they yanked people and $ for my software to put on Y2K projects. Keep in mind, company officers can be held liable if disaster strikes in 2000. Most companies want to fully Y2K compliant by the fourth quarter of THIS year if not sooner.
I believe the application implementators will turn to factory approaches to offset some of the applications they are trying to replace.
As far as suggesting PR stuff for past 2000, get some stronger language in their releases positioning them as a software re-engineering firm that can support business process re-engineering. Also, there are about 20 flavors of Unix out there, can Alydaar assist companies switching from one flavor to another. I would think they can. Additionally, NT is under testing in virtually every Fortune 2000 company. Can they assist in a switch from Unix to NT? Also, companies like CompuWare, Platinum and BMC have lots of system management software installed. When they go to a newer version many times their customer base must convert from one version to the newest. I believe there could be a BIG play here for Alydaar.



To: sibe who wrote (6084)5/5/1998 4:47:00 PM
From: sibe  Read Replies (2) | Respond to of 10786
 
There's going to be a lot of disappointed May call options holders.