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

To: Tech Master who wrote (4886)	3/13/1998 3:31:00 PM
From: SOROS	Read Replies (2) \| Respond to of 10786

Dear Tech, You are correct. The traders will make their money in Alyd now. They do not even care to "see" what is happening with this company. They look at numbers ONLY. The support structure that ALYD has been building for the past year will be strong enough to withstand the weight of contract after contract. Some of these companies that jumped on any job they could get BEFORE having the understructure in place will be doing those same small contracts this time next year. They could not handle a blast of MAJOR jobs if they wanted to. ALYD will all of a sudden EXPLODE with earnings, IMO, and everyone will be saying, "Gee, if I had known they were going to make that kind of money, I'd have bought them back when everyone was saying they had too much overhead and only BIG NAME's associated with them but no announced dollar figures." I am really starting to feel very comfortable with ALYD as a Y2K and beyond stock pick. But, hey, I may even take a little money off the table when it hits the third bat number of $56. BTW, the first bat number is $27, the second is $33, the fourth is $64, and the fifth is $71. I remain, SOROS