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

To: Robert K. Sims who wrote (4935)	3/16/1998 5:55:00 PM
From: tech	Read Replies (3) \| Respond to of 10786

>>> you stated your whole portfolio is worth, ($166,000) I think you quoted. <<< I don't know where you got that from, not that it matters, but I have a trading account that is currently worth in excess of 200K and an IRA that is worth in excess of 500K here is a post in which I indicated what some of my positions were a while back. exchange2000.com Since that time I have added to the CSGI position and sold the CPQ at $60, BMCS at $75 and EGRP at $27 positions. Still holding GTW, ORCL, KEA, INTC. In this month I will be adding CBR and MAST. I also will be adding some AEOS. RE: ALYD I didn't like the activity in the stock and I sold out. BTW- THERE IS NO WAY IN HELL ALYD WILL SHOW A PROFIT FYE 1997. I ran the numbers when they released the preliminary Q4 results. I also think once you combine the International and Domestic businesses, ALYD will show a loss. Don't you think if this was not the case "slick" Bob would of combined the two and bragged about the profit ? He did not and in doing so, he showed his hand. I think it is safe to say that ALYD will show revenues of about $11 million FYE 1997 and will show expenses in excess of $16 million. That would give them a net loss of approx. $5 - $6 Million. (or maybe worse)