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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: Tech Master who wrote (10729)4/5/1998 12:31:00 PM
From: P. Ramamoorthy  Read Replies (1) of 13949
 
Tech Master -
Agree, ALYD's factory is set up to turn out a large amount of remediated code and hence, generate large revenues in the next 6-8 quarters. No question about it. (Personally, I like their emphasis on quality metrics.)
My question is the assumption that the market will reward this windfall with a higher stock price. This is a key issue that concerns most investors.
What is the solution? ALYD can do a number of things: (1) start announcing merger talks (with CPWR?, etc.) or acquisition of companies (migration from UNIX, electronic commerce, etc.) (2) get analysts aware of these moves, business plans. They should assign a VP to explore possibilities and opportunities.
(Maybe they can leverage their relationship with du Pont in Euro conversion business. A recent article highlights benefits to chemical companies operating in Europe. I'll post it in Euro thread later.)
Ram
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