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To: Tech Master who wrote (6128)	5/8/1998 9:00:00 AM
From: Larry Brew	Read Replies (2) \| Respond to of 10786

TM, << ALYD's poor valuation >> I've wondered for some time what's holding down ALYD. Banks! I don't remember banks being on their client list. The financial community would seem to be at highest risk of disaster for y2k. Who's going to fix the banks? I suspect the IBM's of the world must have intensive fix programs of their own, thereby limiting ALYD to pick up the loose ends. Your thoughts, anyone? Larry

To: Tech Master who wrote (6128)	5/8/1998 11:01:00 AM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 10786

Tech Master - Companies (I know) have been assessing the problem, checking out tools, visiting expos, etc. since early last year. y2k awareness was evident at the IT level and was to be dealt with at the programmers/information tech level. The number of systems and computers (some companies have) is just too many. Only now they realize they need to put a business person with authority to spend whatever it takes to finish the job, like a task master. Several functions such as benefits, 401(k)/stock bonus/pension plans, etc. have been outsourced long ago. Those companies and financial institutions that manage these plans have the most burden. Lucent only signed now with SEEC and AT&T is still checking out SEEC. It is not late. As for ALYD, investors' faith will be tested at the May 22 meeting (by Gruder) and the results of the next qtr. Analyst coverage and some Federal govt. contracts will help. If they position it well, the next 4 quarters (earnings) will help the stock price. Ram