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

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To: Robert K. Sims who wrote (4415)2/12/1998 4:41:00 PM
From: deltarider  Read Replies (2) of 10786
 
Anyone else have any theories on the growth quarter to quarter?

Alydaar has projections on 1998 revenue from "$75 to $100 million"
Bob Gruder in Dow Jones Interview back in November said from 10 to 18 million in 1st Quarter. Dudchick revised to $10-12 million a couple of days ago. To meet the minimum of 75 million in revenue, Alydaar's quarter to quarter growth would have to be at least 30% in theory.

11 million in Q1
30% growth leads to 14.3 million in Q2
30% growth of Q2 leads to 18.59 million in Q3
30% growth of Q3 leads to 24.16 million in Q4

Only leads to $68 million in revenue. Which brings me to the conclusion that either the company is full of crap (doubtful!!!), hence the announced contracts with British Airways, Northern States, etc, the Compuware Alliance, and the recent release of Alydaar's first "Buy recommendation" by New York's Derby Securities, which stated that $75 million is backlogged business, or we are witnessing a company, with growth prospects unparalled by its Year 2000 competitors, that is going to be a phenomenal powerhouse in language migration and translation. Most companies dream of growing 30% a year. Of the few money managers that I have met, 20% growth annually is their benchmark. Folks, the managements may have brainfarts (sorry!!) every once in a while, but the bottom line speaks for itself, revenue growth, earnings, and fundamentals will soon arrive.

Congrats to all involved, (long that is)!!!

Thump9
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