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

To: tech who wrote (3765)	12/18/1997 2:48:00 PM
From: JDN	Read Replies (1) \| Respond to of 10786

Dear Tech: Well, you seem to have eventually come around to what I know about Briefing.Com. Believe me I had been in very regular E-Mail contact with the editor prior to and after the conference. In fact it may have been MY URGING in the first place that they even looked at the Y2K problem. I can tell you, they are NOT CONVINCED. This is not bullshit or hearsay. I know this from MY OWN dealings with them. You will not find them saying anything good about ANY pure Y2K player. They will ONLY support a company which has y2k as a sideline. As to a trader, you seem to have certainly proven yourself on that point and I dont knock success. JDN

To: tech who wrote (3765)	12/18/1997 5:09:00 PM
From: bob oserin	Respond to of 10786

Tech, are you just looking for a slowdown or a severe recession? If the U.S.Govt can't handle the conversion on a timely basis, what is to happen world-wide? CHAOS in MHO!! It looks like Briefing just addressed ALYD's revenue estimates. If B G.is to be credible, his European statements re: margins based on a 25%-30% expense ratio, have to be proven valid. Does anyone know if he still holds to these figures? If so, the current price appears to be a 10 times 1998 earnings ratio. Any comments from the faithfull? BOB O