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Technology Stocks : Information Architects (IARC): E-Commerce & EIP
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To: Jeffrey S. Mitchell who wrote (6651)6/26/1998 11:04:00 PM
From: Larry Brew  Read Replies (1) of 10786
 
Jeff, << as much as I believe Alyd has talent......

I've been down this road before. Technical expertise does not make
a company. It's up to management to build the proper relationships and tout their skills. This company reminds me of SGI so bad it hurts. They have top notch talent, but technical talent does not equate to management skills. Quite the opposite. Don't blame the press, the MM's or any other outside force. It's up to ALYD management to lead, and if one thinks only the product counts, they're blinded by ego! Same story with MUEI. The only computer to
match or beat Dell, but not the skills to deploy. Youth is their problem. Alyd needs to wake up to reality. If they believe
their product will carry them, they need to bring in some management
traing teams and meet reality. I'm long and strong on this company,
but success is management's responsibility. That's why they get the
bucks, but I see little from them. PR is the wrong place for cost savings.
This company should be 60+ times 99 projected earnings. Gruder
needs a little CNBC time. He ultimately IS responsible to his
stockholdes, not HIS holdings! Just a little ticked, and that doesn't
happen often. I hate to see another fine company end up down the tubes. When PR comes from the threads, that's really weak! --- Larry
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