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Technology Stocks : Information Architects (IARC): E-Commerce & EIP
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To: Jeffrey S. Mitchell who wrote (1544)8/2/1997 1:02:00 PM
From: JDN   of 10786
 
Dear Jeff: First, I prefer "Forward Looking Investor" or even Momentum Investor to "Speculative Investor" ha ha. I say that in jest but there is some fact to it. First ALYD is a real company, with a real tool, solving a real problem. Those are ALL FACTS not hearsay or pie in the sky wishing. Therefor I do not consider this speculating any more than one speculates in any young company. I presently am long in ALYD, PTUS, and TPRO. While I know there are other Y2K companies out there, some of which are performing even better I picked these 3 mainly because I was impressed with the quality of the tool in the first two plus current contracts and the unique situation of the latter. Also PTUS is very strong financially. I think that it is prudent to spread the risks out over several companies. Also it seems to me that in the end it is the tool companies who will do the best. My reasoning is that with the shortage of qualified programmers they will be the ones most efficent. From what I have read, it seems to me that the vast majority of the Y2K conversion money will be spent in 1998 with 1999 being when the testing money will be spent. I would expect to be in this stock at least 18 months and possibly forever if it appears the company will have a profitable future business. I expect significant improvements including profitable operations by the end of this quarter we are in (9/30). I am impressed that you were actually at the Symposium and I assume that Mr. Gruder impressed you as well or you wouldnt be in this stock. JDN
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