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

To: feltburner who wrote (4708)	3/10/1998 11:40:00 AM
From: Jeffrey S. Mitchell	Read Replies (4) \| Respond to of 10786

This business is crazy. Check out this "leak". ========== Crystal Systems deal 'imminent', says source By Brenon Daly, CBS MarketWatch Tue Mar 10 09:35:56 1998 HERZLIYA, Israel (CBS.MW) -- Crystal Systems Solutions (CRYSF) shares added 13 percent as word of an "big contract announcement" swept through the market, an analyst said. Nicole Schmidt, who tracks the Year 2000 company for CIBC Oppenheimer, said she expected a new customer for Crystal Systems within a few days. She added she didn't know any particulars about a deal. Schmidt also said investors are anticipating the "imminent" release of an off-the-shelf tool product from Crystal Systems. Representatives at the Herzliya, Israel-based company weren't immediately available for comment. New customer announcements are significant for the companies in the volatile Year 2000 sector because Wall Street has had a difficult time assessing the scope of the "millennium glitch."... SI Link: 207.183.153.206 ========== My favorite line is "New customer announcements are significant..." Why is it then that ALYD announces new billion dollar customer after billion dollar customer, and the price goes nowhere, yet CRYSF moves up on rumors? CRYSF has 7.724M revenues for all of '97, and ALYD does 6.5M for Q4 alone. What makes CRYSF so special it gets this exposure? Why don't I read about rumors of big ALYD contracts followed by "ALYD representatives declined to comment"? OK, so I know the answer. The answer is analyst coverage. That's why your post is so important. ALYD is starting to attract analysts. Once one signs on, then I expect more people to be paying attention. - Jeff