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

To: RODNEY R. BORDELON who wrote (6132)	5/8/1998 5:57:00 PM
From: sibe	Read Replies (3) \| Respond to of 10786

your trying to time the best entry point. --Truth Yes, I am considering a re-entry point for Alydaar. But first I need to see the complete Q1 report to make sure there are no surprises. Remember that Alydaar's billing method allows the company to do a partial billing upon receipt of the code, even before doing any remediation. I would like to know what percent of the revenues is based on that. I want to know how much of the company's money is borrowed from Bob Gruder and other insiders. I want to know more about the lawsuit against Gruder. Even though he has indemnified the company, Alydaar is still paying his legal fees. And whether the suit has merit or not, it will take time away from his handling of the company. I want to see how much of the expenses are one-time and how much are continuing. And who knows what other goodies the complete Q1 report may reveal. Then there's the talk about finding a new building. Will this mean extra expenses and a disruption during the move? Another topic of concern I have is the number of Alydaar employees and the amount of stock options to offer them. Everyone on this thread has been stressing the magnitude of the Y2k problem and how companies will soon do whatever it takes to solve the problem. This also means Y2k programmers' salaries will be extremely competitive in the marketplace. Now for perhaps the most important issue: acquisitions to show that the company has life after 2000. How much will they cost and how many shares will be approved for these acquisitions? I'll await the news from the shareholders meeting before deciding on the re-entry point. Right now, though, I feel that if some of the above questions are not answered satisfactorily, the stock may still move down some.