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

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To: JG who wrote (5528)4/4/1998 2:56:00 PM
From: Bert Zed  Read Replies (2) of 10786
 
Pancho does serve one purpose. He plays devils advocate for us. All the pro Alydaars, me included, have convinced ourselves that the reason that the share price has been in the doldrums is that informed investors are no longer impressed by scantily clad contract announcements and are/were waiting for the earnings release we have just had.

Well, nothing appears to have happened to the share price. We are told that we now have to wait until the Q1 98 release and then the price will shoot.

I can see CharlieBoy's point. And if I can afford to tie up the money I will stay with Alydaar because I view this as my "home" thread. It is always the one I check into first. But remember that we are in this to make money first and foremost. Some of you may recall that I only hold 7000 shares which I paid circa $26 for.

The math is fairly straight forward.

Now let us go to the other extreme. I bought circa 35,000 RNTK about a month ago for circa $1.40. They are now about $2.90 with the possibility to go a lot higher. Will Alydaar double in the next month. I doubt it. Will Alydaar double in the next three months. I think it could do. What if after the Q1 98 release the share price is still at about $18/$19?

Lots of rhetorical questions.

How do you reconcile the two shareholdings, i.e ALYD vs. RNTK??

I do not know. But I think only a human being would be holding both as I have done. A computer would have sold Alydaar a long time ago and sunk the money into an RTNK and doubled the stake.

This is not meant to be at all contentious so do not jump down my throat Tech Master or TRUTH. It is probably a roundabout way of saying that a lot of us investors are illogical and will continue to hold a share because we "like" that share and also believe it or not because we or I have in particular developed a "liking" for the guys (and gals?!!) on this thread.

Let me say just two last things.

No one will be happier than me when Alydaar suddenly goes ballistic.

If I said to you guys who are holding 7/8 figures dollar value Alydaar, sell and put it into another stock for a week, double your money and then buy back into Alydaar at the same price. Would you do it? (ignore commissions and the effect on the price.)

I would be fascinated to hear some of the replys. Am I delving into the psychology of investing.

yours philosophically,

Del.

ps Pancho does serve another purpose. The smell of him ablaze means Alydaar is moving upwards...!

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