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To: Jeffrey S. Mitchell who wrote (5235)	3/24/1998 2:11:00 PM
From: JDN	Respond to of 10786

Dear Jeff: Well, I for one, appreciate your contributions to this thread. You have not only the background to understand the product, but also the contacts in the industry to get "behind" the numbers. Thanks a lot for all you have done for us and keep up the good work. JDN

To: Jeffrey S. Mitchell who wrote (5235)	3/24/1998 3:21:00 PM
From: RODNEY R. BORDELON	Read Replies (1) \| Respond to of 10786

Jeff, 4/97 sales are predicted to be $6.5 million. If we get 1/98 numbers of $8.5-$9.0 million, this would be a 35% increase in revenue. I believe a 35% increase for the first quarter would be in line with expectations. ALYD is not going to grow exactly 35% or 50% per quarter. I think ALYD will increase there growth rate each and every quarter until year 2000, and then MAYBE go down. If we look at a growth rate of 35% from 4/97 to 1/98, ALYD would have revenue of $8.775 million. For the second quarter we show a growth rate of 45%, ALYD would show revenue of $12.72375 million. For the third quarter we show a growth rate of 55%, ALYD would show revenue of $19.7218125 million. For the first quarter we show a growth rate of 65%, ALYD would show revenue of $32.54099062 million. 1998 total revenue would be $73.76075 million. I don't have a problem with this revenue, do you? I think this is very realistic. The analysts must have used an increasing scale like this to project revenue of $70-$80 million in 1998. This makes sense, because revenue will increase each and every quarter the closer we get to year 2000. I think the analyst realized that corporate america would have to be brought to the table kicking and screaming, before they opened there pocket books to this problem. TRUTH