Re: Thoughts on today's press release, etc.
Make no mistake, the $33 million dollar figure is for SIGNED CONTRACTS.
However, the $33M figure:
- does not include $11M of the $20M SAIC umbrella contract
- does not include the Dupont project
- does not include overseas contracts
- does not include a great many projects in the pipeline, here and abroad, which have not reached the contract signing stage, yet.
No, I don't have a clue what that $33M figure would swell to if it also included potential contracts, not just those that have been signed-- so use your own imagination<g>.
Obviously it will be quite some time before all these projects are complete and these numbers hit the bottom line-- but at this stage of the game, the same can be said for almost all Y2K related endeavors. As we all know, business in the Y2K sector is only going to get better! With 230+ employees and growing, Alydaar is well positioned to reap what they sow.
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Re: The "New" Alydaar
In case you haven't noticed, Alydaar has just begun to turn its attention to marketing itself. They've even hired the same advertising agency that handles the Carolina Panthers football team. An immediate result can be seen in the overhauled web-site: alydaar.com.
Expect to see an innovative advertising campaign, which I presume will be in full swing around the time of the NASDAQ listing (Although, I must say, sponsoring a NASCAR driver is already pretty innovative in my book). Also, expect to see more press releases, conference calls, etc.
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Re: The stock price
Personally, I am focused on life after NASDAQ. I view ALYD as a fleet-footed, soft handed, .300 average power hitter in the minors about to be brought up to the "show". It's not a question of if, but when they become an all-star. Only it's legal for me to profit financially if I guess "right".
I've already accumulated a good "core holding" of ALYD shares. However, when the price slipped to the 8 range last week, I begged my wife to allow me to buy more shares with money I really had no business putting in the market (since I needed it to pay my programmers this week).
She agreed so long as she could sell them whenever she wanted. Needless to say, today we're 20% richer than we were this time last week-- the programmers get their paychecks and my wife gets a new European front-loading washing machine and a 220 volt circuit installed to run it, with money to spare.
ALYD's "normal" trading range over the past year has been between 11 and 13; I see no reason why it should be trading any lower than that pre NASDAQ (the end of June, I hope). However, if the price does go back down to the 8 range between now and then, rest assured I'll be accumulating whatever I can afford. Those shares I can't "afford" to hold, I'll trade them the next week when the price goes back up <gg>.
- Jeff |
