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

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To: JDN who wrote (3867)	12/29/1997 5:39:00 PM
From: ZOID	Read Replies (1) of 10786

JDN: IMO the stock's recent action may be attributed to nervousness about this quarters impending earnings announcement. There is uncertainty as to whether actual earnings are going to come in at the low, mid or high end of the forecasted range. Is ALYD going to realize revenues from their contracts in the proper time frame? Alydaar has made their earnings "bed" by coming out with revenue ranges. Let's see if they are going to be able to sleep in it or fall out of it? In this uncertainty there is opportunity to acquire cheap shares or relatively cheap shares. Or if you follow tech's advice you can pick up some lower when CSGI offloads their bucket. Or in a worst case scenario were going to receive another "Message from the President". IMO ALYD will meet their forecasts and be profitable this quarter, but as you may have read I do not believe they have thought through how to properly package their earnings announcements. I wan't to eat crow on this and have ALYD bust out with $10MM in 4qtr but I am not confident they will. Again, contract announcements alone will not drive y2k stocks going forward unless they are a 24hr laundary/bait and tackle/Y2k consulting firm like IVXR etc. Legitimate players, like ALYD,KEA, DDIM,PTUS,IMRS,VIAS,ADP will have to announce real dollar contracts to distinguish themselves. Then we can speculate on margins from those contracts. Again, were talking about news other than earnings that will move these stocks. P.S. Tech's favorite co, CSGI was not mentioned as a legitimate player because IMO they chose to be fashionably late to the Y2k party and found the door locked to Fortune 500 business. No current blue chip list means no admittance to the big dance next year and 99. "And who are your references for successful remediation work Mr. Bishop????"ALYD may be the best investment Chase ever made.

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