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To: Pancho Villa who wrote (5942)	4/29/1998 5:40:00 PM
From: Jeffrey S. Mitchell	Read Replies (1) \| Respond to of 10786

Pancho, ALYD's earnings press release was just that, a press release. When the 10-Q is available I'll post it for you and others to comment upon. - Jeff

To: Pancho Villa who wrote (5942)	4/29/1998 5:42:00 PM
From: sibe	Read Replies (1) \| Respond to of 10786

Mi querido Pancho, I just want to tell you that I appreciate your comments, even though I realize that the Alydaar thread contains mostly positive interpretations and hype. I also found the Q1 numbers "underwhelming" and lacking in details. The revenues amount is so-so, but the expenses are rising also. It seems that the company has a fair chance of reaching the $75 million revenues target for 98, but the $2 per share earnings for 98 seems pretty far-fetched unless something drastic changes. Also, the current price of 16 is based on future earnings. I also think you're an OK guy for taking all the "burning Pancho" comments so lightly and then showing your concern for Alyd longs. Keep up the posts, good, bad, or neutral.

To: Pancho Villa who wrote (5942)	4/29/1998 5:57:00 PM
From: sibe	Read Replies (1) \| Respond to of 10786

The fact that they did not show a balance sheet bothers me greatly. I am not asking for a CF statement, just an old plain balance sheet (BS). I would like to see receivables. With the BS one can easily assemble a CF statement. Is this the reason why they do not show it? Do they have something to hide? --Pancho Can you be more specific? If the revenues are not from receivables, what else could they be? And what are the implications on the stock price? And the most important question: Do you still feel this is a stock to short?