Information Architects (IARC): E-Commerce & EIP Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JDN who wrote (8732)	11/1/1998 1:47:00 PM
From: bob oserin	Read Replies (1) of 10786

JDN, I believe Y2K remediation will continue through years 1999,2000, 2001. If so, transition period exists for ALYD to remake itself. The question is, can they do it? With all the speculation about CPWR buying ALYD, I wonder what would be a fair offer? If ALYD can make $1-$1.25 next year, is $10-$12.50 fair? This would represent approximately $.09-$,11 sh.(18mm/183mm)for CPWR. At their 38 p/e, their cap increases almost $626-$765 ($.09-$.11 times 183 times 38). Cost to CPWR, approximately $180mm-$225mm. I also think the ALYD-CPWR alliance has outlived its usefullness. Why does ALYD have to continue to pay or reduce its price structure for future business that their own sales force should have no trouble acquiring? I believe ALYD has priced less than mkt. for LOC contracts coming out of this relationship. I think a 10-20% margin increase would ensue.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next