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Technology Stocks : Enterprise Informatics -- Ignore unavailable to you. Want to Upgrade?


To: Elliot Puritz who wrote (2886)11/24/1998 12:08:00 PM
From: Steven V  Read Replies (2) | Respond to of 13797
 
Hi all,

Just my 2c. Q1/Q2 1999 is the worst possible time for the new software release. What company realistically is going to spend lots of $ on upgrading any "working" software before Y2K? I think Altris already a year ago said that corporate Y2K budget focus away from new products and into Y2K conversions had an adverse effect on sales.

I'm not saying EB is non Y2k compliant. Just pointing out an obvious fact that any software company will be facing for FY99 OR FY00. Except that the software co.s that are financially sound won't have as bad a time with it. IMHO Altris' best shot is to virtually have a product give-away (upgrades and new licenses) for all of Q299 with 2 years of support paid up front in full. This would instill a solid customer base on the new product, instill much needed cash now, and give companies a reason to redirect their $ (at least a little) from Y2K issues. Hey, other than the antitrust, it works for Microsoft. And since we'd charge for new maintenance contracts, we really aren't giving it away.

Last night, my wife said, "if they are worth anything, why doesn't Gates just buy them right out for $1.50?". What answer is there except there must not be offers. I mean, if the offers were there, we are the owners, shouldn't we know? At least, shouldn't some of these 30000 and 50000 share holders know? BTW, loved the end of the cc, the operator was taken by surprise by the dead silence when no questions were asked... "duh... um... operator, I guess that's it <click>"

- Steven