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To: Andrew Vance who wrote (9591)	11/12/1997 8:45:00 PM
From: Robert F. Newton	Respond to of 17305

Re: ALYD --- My only hangup with ALYD is the Reg S issue. I wish they would look at other ways to raise cash.......... I still hold a long position in this issue and will probably continue to hold. Most of my current position is between 8-11..... however 20% of my holdings were bought at 24 3/4......:( Reality: Most of the Y2K issues have been getting bloodied during the past month. Jeff M. has done a good job of keeping the SI community informed on ALYD. I believe they've got some issues to resolve and am hoping Gruder will be releasing some significant announcements in the next few weeks. If not, I believe it'll be a return to the single digits...... I'm holding until 1999 and I'll either have extra wallpaper to utilize or I'll be a very happy hombre....... The question is: "Do you feel lucky punk - Well, do you?

To: Andrew Vance who wrote (9591)	11/12/1997 10:19:00 PM
From: Tech Master	Respond to of 17305

Andrew- >> The whole sector is starting to look like one big scam to me. << I was surprised by your post this evening about ALYD and the Y2K sector as a whole. As somebody who is intimately familiar with the software industry, I can assure you AV that the Year 2000 problem is no scam. Although earnings are still elusive for Y2K companies like ALYD, those earnings will be coming in by the truckload over the next few quarters. It is human nature to procrastinate, and the same holds true for corporations and organizations looking at spending unprecedented amounts of money on a software project. In my humble opinion, ALYD implements the finest toolset/service in the Year 2000 industry. As projects begin to fail, the flight to industry leading companies like ALYD will be incredible. You may not understand the complexity of mass code change, but it is far from being a trivial or rudimentary task. Historically, 65 to 85% of all large scale software projects fail in some fashion (completely, late, over budget, etc.) I expect we will see similar problems in the Year 2000 sector. I share your frustration at the recent errosion of ALYD's share price. However, I am continuing to add a significant number of shares at these lower levels. This approach will bring me either financial ruin or great rewards..... I believe it will be the latter. If I'm wrong, McDonalds is always hiring.... If I'm right, the cocktails are on me.... on my new island! Only time will tell..... Tech Master

To: Andrew Vance who wrote (9591)	11/12/1997 10:45:00 PM
From: ForYourEyesOnly	Read Replies (1) \| Respond to of 17305

Andrew, Any ideas on how far Cymi will tank? I feel like I've got bamboo slivers under my fingernails. THC

To: Andrew Vance who wrote (9591)	11/13/1997 10:51:00 PM
From: Jeffrey S. Mitchell	Read Replies (3) \| Respond to of 17305

Lessons Taught Department Part #1 Remember all those "swimming dolphins" comparisons I used to do with the various tech sectors? Well, it looks like the same thing is happening to the Y2K stocks. In other words, Y2K stocks are just, to use your words, out of rotation. Here is a comparison chart. One of these stocks in not like the others; one of these stocks just doesn't belong. OK, that stock is obviously AMAT. I include it here to highlight the similarity of the others. techstocks.com I know you were not serious when you wondered aloud about the sector possibly being a scam. I just figured I'd offer some valid proof that the Y2K sector is just that, a sector, albeit a sector in decline-- for the time being. (g) - Jeff