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Technology Stocks : Information Architects (IARC): E-Commerce & EIP -- Ignore unavailable to you. Want to Upgrade?

To: ThirdEye who wrote (3531)	12/2/1997 12:09:00 PM
From: Jeffrey S. Mitchell	Read Replies (2) \| Respond to of 10786

Taoman, Y2K stock investing is a game of speculation. ALYD's existing client list includes companies that have the potential of providing tens of millions more dollars in revenue over the next couple of years. Will they? I think so, but we'll see. ALYD's client list was built not by being a "niche" language player and not because the clients, at the time, had no other alternative. ALYD proved its technology through competitive bids and proved that it could handle the typical Fortune 500 project that 99% of the time consists of more than just one language. Does this make me more comfortable with them over a company that says "they have to come to us"? Yes, because this is a highly competitive industry and no company in their right mind would give their mission critical code to anyone without first doing a bakeoff and/or a subsequent pilot. ALYD has been there and done that. ALYD has also gone out on a limb and made a Q4 revenue projection that, if true shows a 300%+ increase in revenue over Q3. Do I think ALYD can meet those numbers? Yes. Do I think Q1 '98 will be even better based on existing contracts only? Yes. ALYD will soon be meeting with analysts, so, in the near future, even the skeptical out there will have numbers on which to hang their hats. Would I recommend putting your entire IRA in ALYD. No, of course not. But sometimes I don't take my own advice. (gg) - Jeff P.S. References to the particular stocks you mentioned were neither intended nor should be inferred.