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To: TEDennis who wrote (5738)4/21/1998 3:02:00 PM
From: Jeffrey S. Mitchell  Read Replies (1) | Respond to of 10786
 
Hey, we're #20 on SI's Hot Subjects list, one spot ahead of the "Flame Thread - Post all obnoxious/derogatory comments here" thread (seriously). How's that for irony? (gg)

OK, so now that we've all got things off our chests, we can start figuring out what's really going on.

I notice only 15 of 40 Y2K stocks I follow are up today so far, so we're not the only Y2K investors feeling blue. I also notice that IAIC had a similar jump in earnings as ALYD (IAIC just reported revenues of $4.2 million, up 167% vs. 1Q97; Net income of $60,000, or $0.01 per share, vs. year-earlier loss), yet the stock is only up 5%. I find that surprising and perhaps indicative that one good quarter does not a trend make. So, for the optimist in me, I presume the diehard Y2K crowd has gone conservative of late and is thus looking for sustained growth which, hopefully, ALYD will give us evidence of in Q1 numbers.

As for CEO Bob Gruder... I know he pays attention to what we, the shareholders say, but I'm pretty sure he doesn't read the thread on a daily basis as I think he once did. Others at ALYD surely do read everything and pass on the details so Bob does stay well-informed.

That being said, for anyone who would rather not call 1-800-ALYDAAR, feel free to post some questions for ALYD/Bob and I'll see if I can get some answers. If we don't like the answers, fine, but at least there's no misunderstandings.

- Jeff



To: TEDennis who wrote (5738)4/21/1998 7:09:00 PM
From: RODNEY R. BORDELON  Respond to of 10786
 
TEDennis,
Good post. I did sell over 600,000 shares between $23 and $31.50 approx.. Yes, I have done that more than once. Yes, I have purchased them back at a lower price, but would love to buy more at a lower price now. So lets see how much negative press we all can put out on SI to get the price down. It seems that is what most people on this thread are about. TRUTH