Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Robert K. Sims who wrote (3681)	12/9/1997 1:25:00 PM
From: P. Ramamoorthy	Respond to of 10786

After a turn over of 600K shares last week, a slight pull back and consolidaiton is normal. More contract announcements will help, but its not under ALYD's control. Many companies have finalized their 1998 budgets and are closing the books for 1997 year. Vacation and Holidays! Come mid-January 1998, funds will be released and contracts will be announced, code conversion will approach full swing, 10Q's should give a clear picture of their future. Given the decreasing earnings momentum of large caps, price weakness with deflation pressure, Asian financial debacle and lack of purchasing power, investors are cautious about the tech sector (INTC, MSFT, networking, etc.) Dow Jones is heading down, NASDAQ is up. Small caps and y2k companies with earnings potential in 1998 will attract investors. TEDeffect will be disproved again (after IMRS)! Ooops! Maybe... Ram

To: Robert K. Sims who wrote (3681)	12/9/1997 2:00:00 PM
From: tech	Read Replies (1) \| Respond to of 10786

rRobert, what is the big fuss about ? The sell-off on a major news release was talked about last week. I guess all that remains now is to see Gruder's 144 filing <gg> "When should you short ?" "Well, I guess before you see Gruder's 144 filing, and after you see a sell off on a major news release." exchange2000.com I wonder if Ceebs was paying attention? If I had shorted ALYD (which I did not, I currently have no position) I would look for some support to kick in at approx. 16 1/2 and cover there. I wouldn't play around too long on the short side of the y2k stocks, especially not into '98. (unless it was for short term trading purposes. i.e. going short after news releases to take advantage of the profit taking.) I am currently looking at Feb. 40 calls on KEA. I expect by the end of Q2 we will see at least a 30% to 40% increase in most of the y2k stocks. The "speculative" stocks should even fair better if they can announce some significant contracts and become profitable. These could move from %70 to 100% (in some cases.)