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To: Jeffrey S. Mitchell who wrote (5769)4/22/1998 11:26:00 AM
From: RODNEY R. BORDELON  Read Replies (1) | Respond to of 10786
 
Jeff,
I have heard numbers ranging from $50M to $75M for ALYD. If you look at the higher $75M, I believe Method 1: Accelerated growth is the more realistic one. Personally, I think these numbers are shi~. ALYD could do a hell of a lot more if we get that catalyst. I believe we will see something in July that will turn this whole y2k situation around. TRUTH



To: Jeffrey S. Mitchell who wrote (5769)4/22/1998 12:37:00 PM
From: SE  Read Replies (2) | Respond to of 10786
 
You know what I would do if I was running ALYD right now...I would pre-release the revenue range for first quarter. I would think by now they would have a pretty good handle on that number. Then release the whole thing on April 30th or whatever they stated. Would be nice and if the numbers are good on revenues and then good on earnings would be able to see a double dose on the good news!

Not a bad idea at all, if I do say so.

-Scott


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