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To: Jeffrey S. Mitchell who wrote (5025)	3/18/1998 12:34:00 AM
From: bob oserin	Respond to of 10786

Jeff, it appears your analyst used an $11mm 1st qtr with a 90% qtrly compounding which produces $75mm for the 98 yr. This may even be a low-ball estimate as R.G. estimated $100mm on his European junket (remember Del?). I believe the international alliances being established will add revenue, with most of it going to the bottom line. I am wondering if factories have to be set up locally or is code sent to U.S.? Can you comment? Hey Tech, leave the past and project yourself into the future. ALYD doesn't look so bad when you set it next to ESOL (Employee Solutions) Its revenues (to $900mm) are going north while net goes south!! Lighten up! BOB O

To: Jeffrey S. Mitchell who wrote (5025)	3/18/1998 1:25:00 AM
From: Jeff Rogers	Read Replies (1) \| Respond to of 10786

Dear Jeff or anyone else. Have been a long term investor in ALYD for about a year now. I have followed this thread since last summer and have read almost all of the posts. This is my first post on the Silicon Investor and on this thread as a member. God knows I don't agree with everything Tech says, but his numbers and calculations seem to make sense. Wasn't ALYD saying they would be profitable in 1997 and achieve near break-even by the end of the year ? What happened to this ? I don't think -$7.6 million in loses would be considered as meeting this goal. Another thing I am confused about is that with all these major contracts w/large companies ALYD is still losing money ? How can this be ? Are these contracts not as they seem ? is that why we never see the $ or the number of lines mentioned ? One thing I am starting to agree with tech on is the complaints about the way Mr. Gruder has ran this company. He has hurt ALYD's credibility by putting out high expectations and not meeting them. It also disturbs me that the previous company he managed went belly up. That is not something that makes me feel good to know. I have tried to be calm and wait for ALYD to break through, but every time it seems like it is about to make its move, it ends up going back down. After a year of seeing tech making a killing going in and out of the stock, it is getting really frustrating holding on to a long position. It is especially bothersome when we keep seeing all of these major names mentioned in press release and yet the loses keep getting bigger and bigger. any ideas ?