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

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To: Dwight E. Karlsen who wrote (286)	4/22/1997 9:09:00 PM
From: Gerald Underwood	of 10786

Dwight, So it goes with most of the y2k stocks. Still too early to be sure of earnings or earnings effects on most of them. Some of the companies may get good contracts but will not be good enough deal makers to come out with good net profits. IMO the y2k companies will not really be in the cat bird seat until later this year. About December will probably give a good picture. Until then it may be anyone's guess about the best potential. I invested in Zitel primarily because of the momentum. I also knew when to bail out. I remember the day the stock went up to 72 points. As I was sitting there during the sudden reversal, I couldn't believe that the hatchet was falling so fast. I started trying to sell around the low sixtys as I could see it was not going to level off and placed three limit sell orders before I finally got one to take at 53. But I had bought in at 18 pre split so did very well. Alydaar has roughly twice the speed of Zitel and windowing ready for the street. Should do as well or better. IMHO. Regards, Gerry

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