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To: Al Martell who wrote (4516)2/18/1998 3:54:00 PM
From: Tech Master  Respond to of 10786
 
Al-

Good question. I believe that there are some year end expenses that will be incurred in the 4th quarter by the company which will effect the bottom line. It is my understanding that these are one time costs (example NASCAR sponsorship, annual professional fees, etc.) How it all plays out on the bottom line is still unclear. I don't think that overall expenses increased much for the quarter, so any additional expenses will be one time events.

I have stated several times that the 1st quarter results will be a better reflection of the direction that the company is headed and I will reserve judgement until then on the longer term prospects for the company. If the actual numbers reflect a loss for the 4th quarter it wouldn't surprise me, but I don't think that the stock would react much either way.

FWIW,

Tech Master

P.S. Any softness in the stock is welcomed at this stage of the game <ggg> I'm looking forward to the 2.00 a share earnings being projected and I am accumulating the stock before the institutions begin...



To: Al Martell who wrote (4516)2/18/1998 3:55:00 PM
From: Jeffrey S. Mitchell  Respond to of 10786
 
Al, personally, I think it will be real close as to whether ALYD shows a profit. As I've said, they may choose (be forced?) to expense things for last year rather than this year. I've seen this done many times, but not being an accountant, I don't know what leeway they have in doing so, so I can't speculate on specifics.

We should get our answer in mid-March. The question is whether by that time anyone will still really care about the difference between a small profit and a small loss. "Profit" does sound so much better but when you're that close one way or the other, I suppose you could always rationalize that you could have made a profit by moving around a few numbers but chose not to. Thus, you can start the new year off "clean".

- Jeff

Edit: just saw Tech Master's post. So, ditto on that!



To: Al Martell who wrote (4516)2/18/1998 5:59:00 PM
From: RODNEY R. BORDELON  Respond to of 10786
 
Al,
You hit the nail on the head. I believe that ALYD will not show a profit in 4/97. This may disturb many investors, but do not let it change your investment goal.
The year 2000 issue is not going away, but is becoming more of a serious issue daily. A few MONTHS ago, many people had not even heard of Y2K. In percentage terms, over 1000000% more people have heard of Y2K today. Think of what this awareness will do.
People from all walks of life will start asking the places were they do business if they are Y2K compliant. Business will ask business partners if they are Y2K compliant, and so on and so on.
It is not IF ALYD will participate in the revenues that are going to be generated by the Y2K, but when. I think the WHEN has started. You must look at the sales growth, the quality companies that ALYD has announced contracts with, and the infrastructure they have built and sustained. In 1/98 you will then see the profits, and by year end be able to compare 4/98 profits to 1/98 profits.
It doesn't take a genius to figure this out, but it takes patience to make big money. If it were easy, everyone would be a millionaire like me.
TRUTH



To: Al Martell who wrote (4516)2/18/1998 7:05:00 PM
From: Robert K. Sims  Read Replies (1) | Respond to of 10786
 
Al, I think Alydaar is buying time. As Truth stated in the previous message, there probably wasn't any profit in Q4/97. That info doesn't have to be official until March 15, 1998, I think. By then Q1/98 will have passed and we should see positive numbers and good earnings. I think Alydaar will be anxious for those numbers to hit the street. Shortly thereafter we should see good upward price movement that should hold up.

-Robert



To: Al Martell who wrote (4516)2/19/1998 4:50:00 PM
From: tech  Read Replies (2) | Respond to of 10786
 
Al, after I read your post, exchange2000.com,

I went back and reread the ALYD release regarding their earnings.

You are 100% correct. They listed the domestic and international separately.

If what you are saying is true and they just posted the revenues from the domestic sales and did not include the losses from their international unit, (if those losses would have a material effect on the numbers they released) THIS WOULD BE A MAJOR BLUNDER.

Is this another one of Bob's "slick" tricks to hype the stock.

ALYD reported net revenues of $2.3 million on $6.5 million in sales for Q4. If the International unit's losses were NOT counted in this announcement and those losses would wipe out the revenues, then you are going to see a lot of pissed off investors who will have been mislead by Bob Gruder... ONCE AGAIN.

I don't know how much the losses were from the international unit, because they didn't say, but it makes you wonder why ALYD would report in this manner.

I am sure if the unit showed a profit, they would of thrown it in with the Domestic figures.

It really makes you wonder.