Information Architects (IARC): E-Commerce & EIP Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Information Architects (IARC): E-Commerce & EIP

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: NJ Investors who wrote (8603)	10/28/1998 11:19:00 AM
From: NJ Investors	Read Replies (2) of 10786

NJ Investors update:Institutional perspectives This message provides information to individual investors and Alydaar's executives. Recent contact with two former fund managers offer differing view points but both opportunities. First, the former fund manager from GartnerLewis has purchased shares(amount not disclosed by NJ Investors)in his current fund and believes the stock will raise into the mid-teens some time in the future. The former Rothchild Fund Manage continues to be bullish on Alydaar and here is the rationale. Pricing will continue to escalate from current prices of $2.20 to $8-10 by the end of '99. The remediation portion of the $2.20 was $.37 in '97, $.40 Q1 '98, $.43 Q2, est. $.48 Q3. Europe is already at $.60 The EPS for a company of Alydaar's nature is 25. The driver for the PE are operating margins of 40% and should increase to 60% by the EOY. Estimated earning for Q3 is around $.35! He has been close in forecasting earnings for the past two quarters, by the way. Earning and sales forecast still are $1/shr and $50 Million respectively. $1 x 25= 25 share price for '98 and $4 or $75 to $100 for '99. High cash flows offer the company an avenue for acquisition vs. debt which is attractive strategically and warrants a higher PE, as well. Contracts in Europe exist and the backlog of code could be in the 50M LOC area. Current production levels for the past quarter would be a good indicator of effectiveness and capacity; while, the backlog is an indicator for the future. Rothchild still retains half of its position in Alydaar. Contact size for Alydaar generally is in the range of 2 to 10M LOC, and exceptions would have to be announced. The market will continue beyond year 2000 as non-mission critical code will still need remediation. This Fund Manager will be on the conference call and is currently employed at another firm. I'm being vague to avoid any conflicts, so accept my apologies. Please use this information with extreme caution as it does not reflect Alydaar's position and is only individual opinions that may or may not be informed. It is offered only to promote understanding and formulate specific questions for the conference call on Friday.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next