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

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To: Grashopper who wrote (7042)	8/1/1998 10:50:00 PM
From: Jeffrey S. Mitchell	Read Replies (3) of 10786

1)does alyd have the bodies, expertise and more bodies so they possess the availability of expert staff and plenty of them which is the key to y2k revenues going upward w/o limited resouuurces holding back potential revenue opportunities that could come their way?? Yes. Without a doubt. The main reason why I liked ALYD to begin with was their factory approach and thus how they focused on infrastructure. If you go back months on this thread you will see long drawn out discussions about how ALYD is nothing more than a body shop and how expenses were rising in line with revenues. Yes, they were, but the point I tried to make then was that they were still in a ramping up phase. Ask yourself how ALYD's eps grew 60% from .10 to .16, whereas revenues only grew 14%, from $8.4M to $9.6M? It's called scalability. Much the same as if you buy a copier and hire someone full time to run it; your expenses are constant but your revenues depend on how busy the guy is during the day. I keep forgetting the numbers, but suffice to say ALYD's eps would be phenomenal if they were running at full capacity-- and they're not even close now. Can other Y2K companies emulate ALYD's model? NO WAY! It took ALYD several years to get everything figured out. Remember, Y2K is a once-in-a-lifetime phenomena so it's not like their competition has any case studies to go by. By the time they figure out how ALYD does it, it will already be 2000. - Jeff

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