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To: Robert K. Sims who wrote (6422)	5/26/1998 10:05:00 AM
From: stox19	Read Replies (2) \| Respond to of 10786

Sibe, thanks for the link. my est. is based on remediation not the whole process of assessment and testing. Like i said that was low est. I am sure prices will rise to the moon when flood gates open. I hate when that happens. Robert Sims, it sure was nice meeting you and others at the meeting. I had the exact same feeling as you did about ALYD management before and after the meeting. If today's early action is any indication of things to come, we should see a smooth ride to $20. BTW is Boeing owned by McDonnel Douglas. GO ALYD GO

To: Robert K. Sims who wrote (6422)	5/26/1998 10:06:00 AM
From: Jeffrey S. Mitchell	Read Replies (1) \| Respond to of 10786

Robert, well said. When you get the chance, you should cruise around the Morrocroft building site and see the sister building to the one ALYD has planned; wow, it's very large and impressive -- certainly not something a company that plans to pack it in in 2000 would build. Another detail about the meeting that impressed me was that ALYD has refined the code remediation process to the point where they can now use less people for the same amount of code and still get things done in the same amount of time as before. So, rather than have four person teams plus a team leader, they now have three person teams with a team leader for every two of them -- a 30% productivity increase (7 vs. 10 people). Other tidbits include -- ALYD beat out IBM for two contracts in which IBM actually did the assessment. -- ALYD has gotten its first pilot in Australia -- 3M corporate headquarters is entirely done and back in production; towards the end of the process 3M was so sure of ALYD's capability to not produce an error that they didn't even unit test -- ALYD and Compuware's relationship is as strong as ever; they even recently toured Italy and Germany together -- 60-70% of ALYD's contracts come from companies who have tried the "do it yourself" approach and then reconsidered for various reasons So, all in all, I'd say things are looking good over there from a company point of view. When panic sets in and everybody either outsources or shuts their business down, the horserace begins in the market with investors scrambling to bet on which companies will profit the most. Yes, we're talking "when", not "if". And, yes, all roads will then lead to ALYD. - Jeff