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

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To: Mkilloran who wrote (8775)	11/4/1998 8:25:00 AM
From: Tech Master	of 10786

PSFT, SAP have spent millions and years to get where they are today and they have problems in this marketplace. And they have a 6 billion and 23 billion dollar market cap respectively. They are both struggling with weaker sales right now BECAUSE OF Y2K. Did you read the Wall Street Journal article yesterday? Analysts realize that things will rapidly improve for the ERP marketplace once Y2K is resolved. ALYD has my complete blessing to spend millions and take the time to competitively position themselves in the market while their competitiors struggle with companies working on Y2K.... All I want is a 1 billion dollar market cap for starters. Yes there is plenty of Y2k work to be done...also a lot of competition to get contracts.Then they have to make a profit off those contracts. I don't know what space shuttle mission you have been on but ALYD is profitable and won 9 new contracts last month alone! It looks like they know how to compete in my book. Y2K is coming folks... and ALYD has been positioned for exactly what is happening.... the late rush to the market for services that we are beginning to see.

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