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Technology Stocks : Information Architects (IARC): E-Commerce & EIP
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To: Jeffrey S. Mitchell who wrote (554)6/28/1997 12:48:00 PM
From: ZOID   of 10786
 
Jeff:

I have read your postings for about a month or so and find you to be the most
level headed advocate of ALYD.

There is a lot of "white noise" focusing on short term technicals and price/volume concerns in this thread. A lot of folks like listening to themselves speak in technical financial terms i.e Elliot Wave, Bollinger Bands, or the corollation between Mir space station collision frequency and. Alydaar bid/ask spread. . . . .etc

I appreciate your straightforward style. The big picture is that this recent run up is a harbinger of an accelerated growth rate that will shock most investors. At $20/shr Alydaar has merely set up a "base camp" on Everest. Those folks wanting to trade in and out of the stock will miss stage 2 and 3 of the ascent. I estimate revenues for Alydaar couldl top $1 billion or more in the next 2 years.
Have you seen the June 16th research report published by Ed Yardeni at DMG
where he sights the Y2k problem as one of the main hurdles to Dow 10,000 by 2000.?

This has been the only discussion I have seen related to the impact of the cost of the Y2k clean up on corporate profits, not to mention the additional legal fees in shareholder and vendor lawsuits associated with the inevitable failures of some companies to complete their conversion in time. In addition, the govenment's efforts toward cleaning up its problems can be best described as a "clown show".

Despite the ramblings of the mainstream financial press and skeptical analysts trying to make a name for themselves, the revenue stream associated with the millenium crisis is not going to suddenly disappear on 12.31.99. That's when the legal circus starts. Just because a company claims to have remediation services does not mean they can guarantee a successful code conversion, much less deliver it in the next 24 months. To my knowledge Alydaar is the only firm on the planet offering warranted remediation services. On-going consulting and maintenance will provide strong revenues for atleast 5 years after 2000.

All these folks playing trading games will miss some portion of the run. No one consistently picks the tops or the bottoms successfully. I would anticipate numerous additional announcements on the scale of MD and MMM to occur regularly in the months ahead. It's the patient folk from now till 2001 that will benefit the most.

All the best
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