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

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To: feltburner who wrote (3228)11/13/1997 11:34:00 AM
From: Jeffrey S. Mitchell  Read Replies (2) of 10786
 
Feltburner, great post. My sentiments exactly.

Just about every Y2K vendor has been lamenting recently that they don't expect code to start to pouring in until 1Q '98. Those of us that are sure the question is "when" not "if" are just holding on to our Y2K stocks for the ride. Sure it would have been nice to sell when the values were at their peak, but, mark my words, we'll all get another shot, and then some-- and that goes for ALYD, IMRS, TPRO, ACLY, PTUS etc.

Like you, my main reason for investing in ALYD is its, IMO, winning formula for solving Y2K problems. I had that opinion when the stock was at 8, I had that opinion when the stock hit 32 and I have that opinion today at somewhere around 14. I highlight "formula" because it goes beyond just having a tool. Look at any Y2K flow chart and you'll see that remediation is just a small piece of the puzzle.

Today or tomorrow we should finally get to see the 3Q numbers. Personally, now that ALYD's new accountants have been broken in and now that ALYD's accounting system has supposedly been revamped, I am anxious to see what they are projecting for Q4. I think that will influence whether or not a potentially imminent NASDAQ listing attracts the new blood we need to go back up.

Until then, as always, I'm just waiting (im)patiently like everyone else (gg).

- Jeff
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