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Technology Stocks : Information Architects (IARC): E-Commerce & EIP -- Ignore unavailable to you. Want to Upgrade?

To: sibe who wrote (6040)	5/1/1998 8:17:00 PM
From: Tech Master	Read Replies (1) \| Respond to of 10786

Sibe- Interesting questions. Even the most proactive companies are woefully behind schedule with their Year 2000 projects... regardless of the PR front they are putting on publicly. Obviously some of ALYD's early contracts are priced lower than the most recently announced ones, but my guess is that they must be charging 50-60 cents per line by now. I'd guess that some of ALYD's customers are complete enterprise awards, some began as divisional clients, and some are somewhere in between. However, as long as ALYD performs, its unlikely that a company would change horses mid race. In the world of Y2K it generally is your contract to lose once you are awarded a contract. 2nd Quarter numbers should be an indication of the rate of growth we can expect for ALYD in 98. We should be able to begin to effectively model projections instead of speculating about what the company will earn in 98. I hope that ALYD has finally learned its lesson about managing Wall Street's expectations. If the company would have done this at the beginning of the Year by forcasting numbers it knew it could reach for the first quarter instead of what it hoped it could reach, the stock would have traded higher on the 1st Quarter report. There is absolutely no excuse for the company to make these kind of mistakes. ESTIMATE LOW.... come in higher. Somebody at ALYD needs a PR lesson! I will be attending the shareholders meeting and I will seek out answers about these issues. This company is much more than just a Y2K company. Why aren't they telling Wall Street this? If you can do Euro conversions, platform migrations, code dialect upgrades... TALK ABOUT THESE CAPABILITIES NOW! The sales people should be selling these additional services into the current client base now... a current customer is your best new customer for additional services. Maybe ALYD should announce that they have some code cleanup awards or Euro awards when they win those kind of things. If they don't have those capabilities, HIRE PEOPLE! This a great company, but ALYD better learn how to go on the PR offensive instead of playing defense all the time. Tech Master