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To: franco nuvoloni who wrote (7014)	7/30/1998 8:35:00 AM
From: Jeffrey S. Mitchell	Read Replies (1) \| Respond to of 10786

Frank, well, at least we know the factory approach really works. I'm not sure how much to blame Alydaar for the lack of code flowing to them and other Y2K companies. Seems they're getting all the code they possibly can from Fortune 500 companies-- presently. A good question would be if there's more where that came from... can they keep pumping the same well. At this point the gamble is not on ALYD but on Y2K companies in general. Either there is panic and huge demand... or there isn't. If there is huge demand, who will be the beneficiary. Clearly I think ALYD will. And the second part is: is ALYD's factory approach scalable? The answer is obviously "yes" as today's results show. So, if you believe in Y2K, you stick with ALYD. If not, you bail. - Jeff