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

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To: JDN who wrote (3867)12/29/1997 5:45:00 PM
From: tech  Read Replies (2) of 10786
 
JDN, fortunatley you are paying attention to what matters.

ALYD has said they have signed 30 contracts, they have mentioned all these big names and they have a new shiny NASDAQ listing and the new options too !

Well, like said before, "WHAT IS THERE EXCUSE ?"

Everyone likes to poke fun at CSGI, but at least CSGI has an excuse for thier stock price. They haven't announced that many contracts yet.

What is the problem with ALYD ?

If Runner is right and ALYD is purposely holding back press releases, then we should start to see some buying come in soon.

I guess we will see what comes out in Jan.

In all seriousness,

I think that once the flood gates open the initiall craze will cause the end to end provides and the toolset vendors stock prices to jump.
Companies like KEA, PTUS, SEEC, VIAS, etc. will receive all the initial interest, but as people start to see the magnitude of the problem we will see conversion houses get lots more attention.

Companies, like KEA, who are currently using the tool vendors will start to wrap their services around the conversion houses such as ALYD and CSGI. There will be to much demand and as programmer's saleries continue to rise, they will be forced to start using the conversion houses.

This is when I would start going long. Until that time, I would trade on the ups and downs and until all the stock in the offerings has dried up. THIS IS THE CASE FOR BOTH CSGI AND ALYD.

Basically, in the short term expect wild jumps and volatility.

either put the stock away and not pay attention until approx. Q3, or join in the fun and trade until then.

The flood gates WILL OPEN. It's just a matter of time.
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