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To: Tech Master who wrote (4591)	2/22/1998 10:18:00 AM
From: CharlieBoy	Respond to of 10786

It is probably fair for ALYD not to have to spell out their contract details, particularly as a lot of their contracts will be on-going, and therefore deemed as fair prey by the opposition. If ALYD is now making money at an operational level it would seem reasonable to presume that if they can keep closing deals then things should move back up. Which Y2K companies out there are making real money? And which ones have a real business plan for 2001? It's easy to point at companies like Compuware, but they aren't actually a Y2Kstock. Being new to this thread, how are we defining a Y2K stock? Keep smiling CharlieBoy

To: Tech Master who wrote (4591)	2/22/1998 12:12:00 PM
From: Robert K. Sims	Read Replies (1) \| Respond to of 10786

Tech Master, there is always a lot of discussion on this thread about Alydaar's capacity of output verses the number employees. I can't help but to agree that the difference in revenue and cost will equal net income. When the negative comes up in the conversation it scares a lot of people, especially when its repeated and you continuously hear it above the positive things about the company. I think that is and should be major concerns when one is looking at just the facts at hand. However, one positive thing that I can't help but see through all of this is that the companies that Alydaar have contracted with would have certainly investigated the certainty that Alydaar could and would be able to produce. If they didn't think that Alydaar could produce based on a plan that they would certainly want to see, then they wouldn't mess with them. We've all got to remember that is Thompson, MD, RJR, and all the other multi-billion dollar clients whose clock is ticking toward the year 2000. As far as details on the contract, not many want to expose their problem. It's kind of like having AIDS, you wouldn't want many people to know you have it, but you just might tell the world if you were cured. Not only would you tell the world you were cured, but then you would disclose the doctor and the medicine and thank him publicly for the cure. This is just my opinion and all comments are welcomed. -Robert