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Strategies & Market Trends : Joe Copia's daytrades/investments and thoughts -- Ignore unavailable to you. Want to Upgrade?

To: LesX who wrote (2785)	5/15/1998 3:40:00 PM
From: Joe Copia	Respond to of 25711

Yes ALYA is quite a solid company. If the deal with Motorola comes thru, this is a nice stock to have in your portfolio, imo. Joe PTG&LI !!! allstocks.com

To: LesX who wrote (2785)	5/15/1998 4:28:00 PM
From: Rande Is	Read Replies (1) \| Respond to of 25711

Les, re: [ALYA] Thanks for the correction. I hadn't fit that puzzle piece in yet. It stands to reason that the microprocessors could be controlled or monitored via the internet. In my comparison, I was merely pointing out that at first, it seems that ALYA is into a somewhat boring technology. Security systems, no matter how high-tech bore me. [so shoot me] My point is that one must look beyond the surface of the technology and examine the NEW hi-tech control systems that ALYA has developed. THAT is where the gold mine lies. The "sex appeal" of this stock has not yet been defined publicly. Should this new type of systems design protocol be adopted as an industry standard in commercial, industrial and institutional construction, the sky is the limit. As investors, we have to see beyond the current financials. Beyond the past performance. And through the hype. Peering into the future and imagining a market that doesn't currently exist. We imagined that music would thrive on the internet someday. Then we bought the stocks we thought would be the winners. We are now imagining the world with wearable computers and how that would help a large company stay in continual contact with employees, while keeping employees abreast of the most current information. Today I bought both XYBR AND IRSN, as both have similar products and deals. Why did I buy? Because after I imagined a world with these ingenious inventions, I could no longer see the world without them. ALYA is one more of these kind of stocks. First the market must be defined. We need to look into the future and imagine these systems in use. What differences will it make? What will it save companies in construction, design and maintanance? What will it allow these companies to do? What sort of revenue stream will it generate for ALYA that currently does not exist? This is where I am proposing we focus our attention. And that is why I buy ALPO. . . er, I mean ALYA. Rande Is