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To: feltburner who wrote (3700)	12/11/1997 11:46:00 PM
From: ZOID	Read Replies (1) \| Respond to of 10786

Feltburner: Ease up on the friendly fire. Gruder and Dudchik do not need defending. Gruder's a pioneer and will be a billionaire soon. Dukchick is a fortunate soul to be involved as well. The point is that if they fail to meet forecasted numbers for the 1st quarter like they did for the most recent quarter it's going to be mudshot ala ValuJet. Do I personally believe they are going to execute. . .absolutely. However, timing is critical and they have to do what they say they will do and more. There is no room for the kind of disappointment that was engineered in the voluntary offering of a breakeven timetable that was not met. KEA is profitable. MAST was just picked up by DLJ or Goldman. ALYD has to reign in its range of earnings projections for the 1st quarter and the surprise to the upside. Again, I don't believe analysts can meaningfully work with that wide of a forecast. The best thing ALYD can do is Wash, rinse, repeat. . . build a consistent track record of meeting or exceeding the numbers that they volunteer to the street in the timetable they say they are going to meet them. The analysts will take care of visibility. Best Regards, P.S. The folks who bought ALYD at $1 are a helluva lot happier than those who bought at $32, yet $32 may be cheap one day soon.