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

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To: bob oserin who wrote (2625)	9/26/1997 3:04:00 PM
From: Jeffrey S. Mitchell	of 10786

Bob, let's do some back calculating. Suppose we go "crazy" and inflate your figure of $159.6M to $200M per year. Then let's double that number, to account for 1999, for a total of 400M pre 2000. Now, let's go real crazy and assume a whopping 100 Y2K companies can also generate that much revenue: 100 * 400M = $40B. Gartner Group estimates companies will spend between $200-600B! Thus: even if we assume that companies spend only between 6.6 and 20% of Y2K related expenses on contracted Y2K services, like ALYD, and even if we assume that 100 Y2K companies have the wherewithal to achieve $400M in sales over 2 years, then your figures make perfect sense to me. Of course, if the 80/20 rule applies to this sector like it does others... and ALYD is certainly in the top 20%, IMO... then, well, that's why I have my money here (gg). - Jeff Disclaimer: This is only my first millennium change, so I can only guess what will happen (gg).

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