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

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To: Runner who wrote (6750)7/7/1998 1:15:00 AM
From: Jeffrey S. Mitchell  Read Replies (2) of 10786
 
Runner, ALYD's official estimate for Q2, which is now in print in the Dow Jones article, is $10M in revenue. I and others who have tried to crunch some numbers come up with .15; the analyst from Europe sees .16. Pretty close. So, anyone who bought today bought with those short term numbers in mind, not .22.

My point was to get people thinking realistically. Yes it's Y2K and yes ALYD is well positioned to take advantage of a sudden influx of code, but as I see no evidence that panic has set in -- yet -- there's no sense fooling ourselves ALYD is somehow getting tons of work while everyone else is just waiting by the phone. Don't get me wrong, ALYD is keeping very busy; it's just time we recognize that even home run hitters don't always have to hit home runs to be considered successful.

- Jeff
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