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Technology Stocks : Information Architects (IARC): E-Commerce & EIP
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To: Jeffrey S. Mitchell who wrote (5118)3/24/1998 1:05:00 AM
From: My Father's Son   of 10786
 
Jeffrey, you asked

"What's your point? Keane supposedly has 400+ contracts. They have announced a fraction of those. What makes ALYD any different?"
- Jeff

You know that Keane is an established and profitable company with a different stature than an upstart like ALYD. A new contract for Keane, Y2k or not, is probably not newsworthy, and does nothing for the company's stock price as new contracts are expected. For Keane not to have new contracts is newsworthy. However, a new ALYD contract could mean a "pop" in the stock price? You can feel the jubilation on this thread when a contract is announced, yet no one knows the dollar value of the contract. With only the customer's name given, DuPont for example, it is very possible to give the impression that ALYD signed Dupont for it's exclusive worldwide conversion, when it could be no more than a pilot project for the local DuPont branch.

This is not an issue about being in the Y2k business. It is about selectively making announcements with your eye on the stock price, while routinely selling stock in a company that has yet to report earning penny one.

I asked "Why are they selective about their announcements?"

While you may consider it "flippant," I think it is a fair question.

DMM
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