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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: P. Ramamoorthy who wrote (10572)	4/1/1998 11:04:00 AM
From: Jeffrey S. Mitchell	Read Replies (2) \| Respond to of 13949

The revenue part is old news. The fact they made a profit was unexpected. The fact they actually released audited numbers that met a prior prediction was what we were all holding our breath for. ALYD has had a habit of making lofty projections and then not meeting them. From September on they made it a point to be more realistic, to get analysts involved, and to prove once and for all that their high-profile client list is giving them large contracts, not measly pilots. The reaction we are seeing in the stock price is everyone who has been sitting by with a "put up or shut up" attitude. Well, they put up today and took a giant leap forward in restoring the confidence of the street. In light of PTUS' lack of revenue from actual conversion work and TSRI's code-flow problems, it is clear that ALYD is 6 months or more ahead of the pack, IMO. - Jeff