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

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To: Jeffrey S. Mitchell who wrote (7216)	8/18/1998 9:53:00 AM
From: SE	of 10786

I was just talking to a friend of mine and stated the following regarding why ALYD is down. 1. The money is starting to flow, but not as fast as predicted. 2. People believe that once the bell sounds at midnight on Jan 1, 2000 the problem is over. 3. Small caps are being killed across the board. 4. No life after the Y2K problem. My answers: 1. Money is flowing and will get larger....just watch. 2. Y2K problem will produce revenue into 2002 or later.... 3. Small caps....well, nothing they can do about the entire sector, so I guess we live with this one. 4. Diversification is here and will come with acquisitions. Either I am missing the boat, which has occurred in the past, or this stock is a great buy here. Hope I am not standing on the shore waving good bye to the boat. -Scott

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