Tech -
One of the reasons I bailed today is the one positive I thought was a sure thing...were the numbers. They were not near what I expected....I could care less about how many contracts they were just awarded or will be awarded. They are always landing contracts and nothing good for the shareholders ever materializes.
The biggest obstacle ALYD must overcome is investor perception, which IMHO, gets worse everyday. Gruder does not have a history of backing up what he say's, and the buck starts with him... therefor if this thing is going to turn around, it must start with him as well.....and that is a scary thought.
Another thing I have noticed, and I would love your opinion on this, is that this company, as well as investor thought patterns are very
"wishy washy". Awhile back, we were a Y2K company with distant thoughts on the future. Then the big build up moved to them not being just a Y2K company, but also shifting to new arena's after Y2K. Then just recently, Y2K was in the back seat...all talk was that Y2K was minimal, and focus was shifting to their after Y2K plans. All talk on this thread, recent news from the company and etc....shifted away from Y2K and looked at the " new horizon ". Now it seems they are trying to go back to the Y2K focus........It just seems like a very wishy washy way to do things....a company with no direction.
It almost seems like a sinking ship looking to plug the holes. The passnegers are naturally optimistic......plenty of lifeboats...help on the way and etc, ...but as each ray of hope disappears, a new one pops up to keep moral high. Maybe not the best analogy, but I see people grasping for something new to keep them afloat every few days it seems. The blast off on 15th...more news by 30th....great numbers....great plans.....it just seems like whenever the company lets shareholders down, the shareholders simply find something else to think positive about. This is all fine and good, but it certainly isn't the way to make rationale decisions. The movie needs to be looked at as a whole, not frame by frame.
Anyway, these are just my thoughts and observations...good luck. |
