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To: Mkilloran who wrote (8784)	11/4/1998 11:12:00 AM
From: Jeffrey S. Mitchell	Read Replies (1) \| Respond to of 10786

do they have the staff, sales contacts, etc to get as much work as TAVA and complete it ontime and within budget???... The bigger question is life after Y2K. ALYD is a factory. Their whole business model is based on having the capability of taking in and turning out massive amounts of code, quickly and efficiently. No Y2K code remediation company comes close, IMO. But -- and this is a big but -- Y2K code is not flowing like we Y2K investors all thought it would. TAVA has had the same problem. Worse, TAVA has had to wait for companies to tackle their software before even considering their hardware for Y2K remediation. It now appears TAVA's patience had paid off. The fact that TAVA's business model is different than ALYD's is simply because no one is going to disassemble their factory floor and send the pieces to TAVA! If Y2K work mushrooms in '99, ALYD and TAVA will be in the elite group of 20% of the companies that capture 80% of the market, IMO. But at this point it's anyone's guess if we'll see a huge boom in Y2K outsourcing. Anyone who is looking for a good short term investment should NOT invest in ALYD or any Y2K stock. You should invest in a company like ALYD only if you believe a) Y2K outsourcing will be inevitable, b) ALYD's Y2K solution is designed to handle a large influx of code, c) ALYD's business model assures ALYD will be hugely profitable from an increased amount of work, and d) ALYD knows where to spend it's millions for life after 2000. All other discussions relating to ALYD are trivial, IMO. - Jeff