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To: NJ Investors who wrote (8647)10/29/1998 3:57:00 PM
From: Grashopper  Read Replies (1) | Respond to of 10786
 
Good post #8647 , but i would go one step further And send them yahoo post #1764 from Tech as an example of how the Radical wing of the party feels. This shows how much more inherently reasonable your approach is. On the other hand if they ignore that which is reasonable then the Radicals prevail. Peerhaps Radical is a strong word for persons who perceive arrogance, credibility and truthfuklness as a major alyd problem. FWIW, I agonized all day and then did not go back in at lower then my sale at 7 because ive come not to believe them even when say there is snow in Alaska.



To: NJ Investors who wrote (8647)11/9/1998 8:02:00 AM
From: NJ Investors  Read Replies (2) | Respond to of 10786
 
Nov. 9th - No communication for Alydaar. Added is the offer of TED

The following is a list of ten questions sent to Mr. Gruder's office at 7:30 am today, Oct 29. They are your questions summarized and focused to facilitate our conversation tomorrow. We can use it as a reference, Consortium Question #, and it should enable the conversation to remain focused in key areas that impact the long term viability of our investments. If this works, we have a means for future conversations. Thanks for all the calls and support to this endeavor. WE have a TEAM. To demonstrate our team work, please ask questions and refer to our list of ten. If you need to embellish, it will be easier with a reference point. Also,in the future, we could offer our expertise and wisdom via the consortium.

NJ Investors Ten Consortium Questions

1. How are revenues, earnings, LOC distributed by each quarter between Europe, US, Asia, other and the forecast for end of year and for '99?

2. What is the backlog and production numbers for LOC by Quarter?

3. How many contracts are there in total and corresponding LOC, their estimated total value to the business, and percent completed by quarter?

4. What impact has the Chase Technologies investment had on business results - total, and
year to date? What is the sum ROI? What is being done to improve shareholders value?

5. What is the productivity of the sales organization and how is it measured?

6. What is Alydaar's communication and public relations strategy and how will Olgilvy assists? At what estimated cost? How will it attract and retain investors? What happened to the July road show?

7. What is the status of Mr. Gruder's court case and his word to purchase of shares (article 8/17)?

8. Does ERP have impacts on the cost structure, and if so, how much? What are the estimated earnings impacts?

9. What is the rationale (specifics) and what are the details behind a diversification and acquisition strategy? How, when, and how much will the strategy effect the business? SAP and PSFT most recently made some strategic acquisitions to get into the retail marketplace
for their ERP products and all have targeted this market for growth. With ALYD's limited capital and underperforming stock, how will it effectively compete?

10. How have you clarified executive responsibilities (specifically Gruder and Miligan) and what changes are anticipated to improve performance and management's effectiveness?

Subject: Alydaar: Year 2000 (Y2K) Remediation; Audit;
Reengineering
To: NJ Investors
From: TEDennis Nov. 4, 1998 10:12AM EST Reply #8781 of 8823

NJI: Re: "Does anyone have the technical expertise to evaluate Alydaar's technology and compare to other alternatives?"

Looks like nobody responded to your question. I have the expertise and sufficient relevant experience to review ALYD's software and then compare to other solutions I have seen.

I've done several other free-to-the-company reviews in the past (Vertex 2000 from BMR Software, CSGI, PTUS, VIAS, Matridigm/ZITL) and posted the results here on SI. I'll be doing another one in a couple of weeks (VXTK). Is anybody (and that includes ALYD, the
company) willing to pay my expenses to visit their headquarters for a whiz bang demo and comparative analysis session?