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

To: Jeffrey S. Mitchell who wrote (3695)	12/11/1997 12:39:00 AM
From: GrandPohba	Read Replies (1) \| Respond to of 10786

Jeff, you made the comment a few posts ago about those who got in early wanting to take year-end profits. This does not make sense to me. Why would they cash in now, and have to pay taxes on '97 gains, rather than cash out in early '98, and not pay taxes until '99?????? dan

To: Jeffrey S. Mitchell who wrote (3695)	12/11/1997 8:33:00 PM
From: ZOID	Read Replies (2) \| Respond to of 10786

Jeff: It is true that it the promise of Alydaar over the past 12 months is translating into real revenues. The list of contracts are good now and should get much better going forward. However, IMO management is showing their hand a little to early in projecting revenues to try and provide some guidance or stability for the shareholders. The first time Mr. Gruder attempted to predict a particular quarter's outcome, he took a pie in the face 5 weeks later when he had to retreat from that 3rd quarter breakeven prognosis. Now they are painting pictures of good revenue growth for 4th97 and 1st98. The Street wants contract announcements with dollar figures attached. . . period. ALYD's competitors are announcing blue chip deals WITH dollar figures. Why can't they? I do not want to hear about competitive secrecy or corporate liability issues. Also by coming forward with "range of revenue" predicitions they are painting themselves into a corner. One if they come in anywhere within the range they have taken away any upside surprise that could have been engineered with a more conservative "single point" estimate like $4 million in 4th and $10 million in the 1st 98. They left no room for "contingincies" like those that derailed their breakeven estimate for 3rd qtr97. If they are on the low end of their "range" they have effectively engineered a "disapointment". They now must beat the high end of their projected revenue range to create an upside "surprise". It is positive earnings surprises that drive stocks. Dudchik seems to be new at the game of information management? What is his corporate or investor relations qualifications? Is he/management familiar with a "managed dividend" policy? Bottom line, Smartcode and CPWR alliance will generate staggering revenues and overcome initial foibles associated with early information releases and subsequent missed projections. IMO it has been an unecessary testing of shareholder mettle. Mr. Gruder should realize, with a 1/3 of his networth up in smoke the past two weeks, that revenue projections(especially when his projections have not been particularly timely) will not stablize or increase ALYD's stock price. Blue chip contract announcements WITH dollar amounts will provide upside. IMO this last meltdown was self inflicted with the B/Even debacle. This must not happen again with these new earnings forecasts. The CPWR/ALYD announcement on NSP was very encouraging but lines of code are not a substitute for dollar amounts.