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Microcap & Penny Stocks : ALYA Cost cutting system via software as well as security -- Ignore unavailable to you. Want to Upgrade?

To: Sea Otter who wrote (1275)	7/15/1998 10:14:00 AM
From: ztect	Respond to of 2534

Sea Otter: Here is a "re" post of a recent post that describes what Alya's products do. Hope you find it informative. To: Jane Hafker (1144 ) From: Frank Tuesday, Jul 7 1998 12:48AM ET Reply # of 1281 Below is a good description of how OPENcentrix works. Found it on the company's business plan. Assume you have an important presentation to make at 9 o'clock, and it is not quite finished. You decide to come into work at 6 o'clock in the morning to finish it. In a Centrix equipped building, you would drive up to the parking garage and flash your access card in front of the card reader. The reader would know to open the door to the parking garage. So far, any proprietary system would do the same. However, in a Centrix system, that initial contact could set the following chain of events in motion: 1) the elevator is called to P4 where your designated parking spot is (no waiting in the parking lot - an important safety feature); 2) the elevator takes you directly to the 11th floor where your office is located; 3) The lights and air conditioning are turned on only in the north-east corner (exactly where your office is located), which saves energy. This is true interoperability at work. Furthermore, because it is based on Windows NT and Cortex, Centrix allows the building systems to be managed from a single PC if need be, without an operator having to learn a new operating system. Other key advantages of Centrix are: 1) Provides the end user with dramatic energy and cost savings 2) Ease of installation or retrofit (it runs on network cabling) 3) Provides an interface to the operator's information system 4) Is Year 2000 compliant (unlike most installed proprietary systems) 5) No more expensive than proprietary systems. .... In terms of pricing of the system, here's what the company has to say: "Pricing is a key component in the buying decision for building owners and managers. Faced with a choice of a new, exciting technology with promises great things, but at a higher price than current technology, many buyers will opt for the system that they know, warts and all. The company's strategy therefore has been to price Centrix the same, or slightly lower than, competitors' offerings, so that the decision can be made on the

To: Sea Otter who wrote (1275)	7/15/1998 10:18:00 AM
From: Claude Cormier	Respond to of 2534

<< They are so vague about it, it didn't ring true to me. As a technologist, I saw nothing to give me confidence. >> Well I guess you have read about all the distributor agreement Alya has signed, including yesterday's press release. Looks like these distributors are finding real value in ALya's products. So maybe Alya is not good at communicating to the investment public what is the real value of their products.

To: Sea Otter who wrote (1275)	7/15/1998 10:19:00 AM
From: ztect	Respond to of 2534

Just some more info.....Another "re" post. To: lightfoot (1109 ) From: DrMedina1 Thursday, Jul 2 1998 5:06PM ET Reply # of 1283 Re: OPENCortex -- Well, it seems like a lot of other investors are studying ALYA's product line. That's a good thing, because if you understand their products and potential, you won't have any problem holding until the value that is in them becomes fully reflected in revenues, profits and the stock price. While ALYA is concentrating on selling OPENCentrix security systems right now, actually, it's OPENCortex that has the greatest potential as the LonWorks standard becomes increasingly established. OPENCortex is a networking platform that has been implemented by ALYA. It is unique in the marketplace -- there literally is nothing like it. Not only does it allow any LonWorks compatible control from any vendor to be integrated in automated building system. It also is fully compatible with Windows NT, which allows it to be used for factory automation and any other application where a PC-based network is used to govern hardware controls. Not only that, OPENCortex is configured to operate on the TCP/IP protocol. What that means is that it is possible to control a Cortex-based network over the Internet from any computer on the planet -- or even in outer space. We just might see Glen's dreams becoming reality through the OPENCortex platform over the next few years. LesX has talked about ALYA as the next Microsoft. Obviously, that is the best possible scenario, and those results cannot be guaranteed. But when you consider that MSFT's success is based on their early implementation of a successful platform (DOS) which was based on an open standard promulgated by a giant (IBM's PC architecture) -- and when you realize that OPENCortex stands in the same relationship to Motorola/Echelon's LonWorks in the automation industry (which is much larger than the PC market) -- well, all of a sudden, what Les has been saying doesn't seem completely farfetched. I don't want to overstrain the MSFT analogy, but it is worth noting that MS-DOS was one of three different operating systems originally offered as options with IBM's early PC's. It succeeded probably because it was the cheapest -- but the early years were touch and go for Gates & Co. because they really didn't know if their product would prevail over the competition. THERE IS NO COMPETITION AT ALL FOR ALYA'S OPENCortex. Because of the two-year lead time that would be required to catch up with ALYA's implementations, their potential competitors are negotiating private label deals to sell ALYA products now under their own brand names. In automation systems costing hundreds of thousands of dollars or more, the platform price point is not the same kind of issue as in a PC. If all of this promise were fully factored into ALYA's stock price now, this

To: Sea Otter who wrote (1275)	7/15/1998 11:14:00 AM
From: TLWatson59	Read Replies (3) \| Respond to of 2534

Sea Otter: You are faced with an ironic situation in ALYA in that most stock promotions involve companies with little or no real assets and no viable product. Here you do have a company with a recognized product but one which has been milked dry of the majority of funds they raised through various hidden exempt SEC private placements except for the few hundred thousand spent to develop the security system they are now selling through real and legitimate distributors after showcasing their Canadien Project. There are however some problems that are either glossed over, ignored or rejected by the hypesters and carried away shareholders. First and foremost is the claim of leading edge technology and two year lead on all and any competition. Outside of the claim made on this message board or by people employed by ALYA discussions I have had with people in the industry are clear about two things. The degree of sophistication needed to program the neuron chip used in the hardware is minimal. There are some European companies currently offering similar functioning hardware. The main problem however, is that there is currently no generally accepted "industry platform." There is a very large potential $ market in the security field as applied to structures but until Echelon, the control factor in this field, establishes one that is universally accepted, it is most unlikely that other than for semi-experimental purposes, major multimillion dollar investments are not going to made in the present state of the art. It appears to me, and others who are far more knowledgeable in this area, that ALYA offers an opportunity to experiment on the cheap, while waiting for more serious and far more financially stable companies to get up a head of steam. A company such as ALYA would serve as an appetizer for any of the other LONworks Associates members should they elect to enter the market place. Believe me in the not too distant future they will. When I first began looking into this stock, originally with the intention of becoming a shareholder, it was trading around $ 1.60. By the time I was able to collect enough "independent" information it was trading around $ 1.39. When I finished analyzing pertinent data and published my concerns about what I had found it was now down to $ 1.31. After much castigation, accusation and general keel hauling none of which had any veracity, the stock has fallen to less than $0.75 today. This in the face of what under normal circumstances would have been dynamic news releases and the hiring of a PR professional organization to bolster confidence in the company and encourage investment in the stock. Instead of looking for real reasons for this contradictive market behavior the lead hypesters and promoters continue to drag out the age old ploy of MM short selling and shennagins When asked what is the difference between a "Market Maker" and an "MM", when both are identical, the response is that one makes a market in the stock but the other trades for themselves and is really nasty. In the OTC market arena all of the Market Makers who are also known as MM's make their living in two ways. Either by trading for their own accounts and profiting from the price spreads between the bid and asked price ie:, buying at the bid and selling at the asked or selling short at the asked and replacing the short sale with an open market purchase at the bid either later in the day or on another day. In addition there are Market Making firms who act acts wholesalers or brokers for other stock brokerage firms who choose not to make markets in OTC stocks but need to fill orders for their clients. In this case arranged transactions are agreed to with the MM getting a percentage (read commission) for executing the order or sell or buys from their own inventory. Thus when you see a block of stock trade on the offer price and immediately see the bid price drop it is more than likely a sign that the MM has shorted the stock to fill the order from his customer and hopes to replace it at a lower price and not suffer a loss on the short sale. Conversely it's not unusual to see a trade on the bid and then see the ask price drop so that the MM can sell the position he may have just bought. MM's by nature are not long term investors and in many instances two trades later might be considered long term enough for them. In any event, not that I am recommending it, a speculative buy under 3/4 could result in a short term profitable trade. You certainly would not be risking as much as some would have had you do just a few weeks ago. I just would not want place my bet on the longer term prospects for ALYA. I would keep a sharp eye out for one of the more sophisticated members of the LONworks Association to announce their entry into this field. Especially keep a watch for the Echelon IPO filing.