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Technology Stocks : Information Architects (IARC): E-Commerce & EIP
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To: Larry Brew who wrote (9082)12/3/1998 1:01:00 PM
From: Larry Brew  Read Replies (2) of 10786
 
All, << conversation with Tom Dudchik >>

NJ Investors had PM'd me asking what questions I would ask ALYD
since I considered many of theirs to be proprietary information. I
spent some time reviewing ALYD's press releases, home page, and a
quick review of their 10Q.
This morning I called their IR rep, Tom Dudchik. A couple hours
later he responded to my call and spent all the time required to
answer my questions. I had missed the last conference call and he
filled me in with a brief summary. Consequently, being human, I
developed opinions on both his responses and views on what I think
investors are expecting from ALYD.
1st I want to critique what I think a typical investor expects from
ALYD. These are my opinions and have no reflection on ALYD's position.
The investment community is looking for some MAGIC response from Gruder that's going to quickly pump the stock to 'anything.com' values
overnight. Even if ALYD were capable of this, it's not a direction
favorable to stockholders. Clearly some winners would emerge, but many
would incur heavy losses. I believe in the long term strategy presented to me by Tom, and will review in soon to follow subsequent posts. I hate long posts. I will discuss to some degree
their relationship with Olgivy, e-commerce strategy and difficulties
obtaining brokerage coverage. Oh yes, I've a buy order placed. :-)
Larry
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