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Technology Stocks : Information Architects (IARC): E-Commerce & EIP
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To: Jeff Rogers who wrote (5027)3/18/1998 8:28:00 AM
From: JDN  Read Replies (2) of 10786
 
Dear Jeff: Welcome aboard as an active SI participant. If you have followed this board for a year you should know that TECH's feelings on the company change as his investment position changes. I value him for his technical advice when he gives it but as to his commentary you must take it with a grain of salt.
Now as to Gruder and predictions. I believe that Mr. Gruder speaks in terms of "run rate". Meaning for instance--he likely meant that by the end of 1997 ALYD would be operating profitably NOT that ALYD would make a profit for the whole year. That NEVER seemed likely to me given the losses in the first 3 quarters. Secondly, signed contracts are NOT revenue. They are just an indication of FUTURE revenue once the work is performed. It is my BELIEF, not proof, that the larger companies wanted to enter into a contract to make sure they had a remediator LOCKED UP but these companies did NOT want to incur the cost until they ABSOLUTELY had too. 1998 by most experts is the year they absolutely have too. So the problems ALYD has had in the past will likely go away starting NOW.
In summary, I think the only two things Gruder can be possibly criticized for was 1. Ramping up too fast 2. Thinking corporate america would want to fix their problems ASAP. On the other side of that equation is the fact that ALYD is now FULLY ramped and prepared to go off and running whereas other companies may now be searching for employees which rumor has it are scarce as hens teeth. JDN
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