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To: smallstocks who wrote (5969)	4/29/1998 11:10:00 PM
From: Paul Westley	Respond to of 10786

The reason the stock fell is simple. People expected a better Q They expectaions were clearly in the $2.5 to $3.00 million range with about $10 to $11 million in revenues. remember that Mr. Bob Gruder had predicted $18 million for Q1 then the CFO later took that estimate lower to about $10 to $11 million. that is why the sell-off that is why the street didn't like the number. The people on this thread are trying to blame everyone under the sun except the company. that is where the blame belongs. You don't throw out wild expectations unless you know you can meet them. The 2 million shares that were part of the option plan didn't help either. Big mistake to have that announced before the numbers.

To: smallstocks who wrote (5969)	4/29/1998 11:11:00 PM
From: Tech Master	Read Replies (1) \| Respond to of 10786

SS- A friend worked these projections up: Assumes 36% growth in revenues and 70% incremental profit margins. Q1 Q2 Q3 Q4 Year Revenues 8.4 11.4 15.5 21.1 56.4 Net Income 1.7 3.8 6.67 10.59 22.76 EPS .09 .20 .34 .53 $1.16 Shares O/S 18.4 19.0 19.5 20.0 For what it's worth . . . That is under the assumption that the quarterly growth will ONLY remain the same and with increasing shares outstanding.... IMPORTANT: ALYD will exceed 36% quarterly growth in some if not all of the following quarters in 98. I would guess that the company's revenues will exceed 70 million this year and will earn in excess of $1.50 a share. If based on this model ALYD does ramp up to $75 million, add another $.66 to get to $1.82. And this is based on 70% incremental margins, not the 77% we saw for Q1.