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To: ZOID who wrote (3702)	12/12/1997 2:07:00 AM
From: bob oserin	Read Replies (1) \| Respond to of 10786

ZOID, wow, what a trip just to say "Bob G.,Show Me The Money." BTW, ALYD is acting better than old DDIM. Wonder why? A projection of $10-$18mm is an old PR pro's way of saying $14mm. I'm sure you knew this, but just didn't want to let the junior analysts in on it. Relax and enjoy Regards BOB O

To: ZOID who wrote (3702)	12/12/1997 5:19:00 AM
From: P. Ramamoorthy	Read Replies (2) \| Respond to of 10786

ZOID - You make good points: projecting reveneus that may or may not be met. ALYD needs to learn how to balance the information content of their news releases between shareholders and financial anaylsts. Announcing $ amounts (from Blue chips) may help in estimating the TOTAL "potential" revenues from contracts ($/LOC), but it does not help in estimating the current or next quarterly reveneues, because the payment schedules vary. Payments are made after the work is completed or whatever the contract states. We need to know how much work is completed per quarter, how much is billed and received, etc. ALYD could hint on their biling rates. In addition, even though there is a contract for so much money, the customer does not need to spend the full amount as stated on the contract, because there are contract terms that may kick in during the work process and result in termination or whatever. As long as they can maintian a steady flow of work at full capacity, it is easy to estimate their revenues. A simple business model! Blue chips and large caps may not disclose large sums being spent on y2k fix because analysts would soon revise their earnings estimate for 1998-1999 period and downgrade the stocks. <<Offering wide range projections $10-$18 million is not condfidence building. An 80% deviation for 1st quarter estimates is too big to be meaningful to Wall Street.>> $10-18 represents a range with a mean of $14. The span (high value - low value = $8) is not a deviation. Statistically speaking, giving a range ($10-18) or mean with standard deviation (say, $14 +/- $2 Million) with a deviation of $2million should be understood by financial analysts of any caliber. Ram