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To: V. who wrote (13871)	5/15/1998 2:48:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 17305

All, Anyone know how to enter indexes into your SI portfolio(SOX, NAZ) along with your stocks? TIA BK

To: V. who wrote (13871)	5/15/1998 3:00:00 PM
From: Trader X	Read Replies (2) \| Respond to of 17305

As a Devil's Advocate, I have to disagree with you Vickers. [whenever ALYD dives on big volume (i.e. large investors dump) and the stock tanks, we immediately post that "this is the time to buy more!" and VOILA'...there it goes up a point or two the next session...We basically rally this stock ourselves] Now, whenever the stock has fallen below $15, it has rallied much more than a couple points, and far more than what can be attributed to this thread, or any other...afterall, it averages over 100,000 shares traded each day. chart.yahoo.com In Nov 97 it went from 13 to 20. In Jan from 14 to 19. In March from 14 1/2 to 19 1/2. It seems obvious to me that this 14 to 20 area is the trading range, and if you get in around 15 you can pick up a nice return on the pop back up to the top of the range. Call it a suckers rally if you want, but 30% is 30% either way, and one of these days it's going to rally past $20...will it be this time? Stay tuned! T     x

To: V. who wrote (13871)	5/16/1998 11:35:00 AM
From: Tech Master	Read Replies (4) \| Respond to of 17305

V- You are correct in your assessment of ALYD to date.... it has been an "emotional" play to this point. But the tides of change are coming in.... 1) Monday the company will formally announce its new senior management to Wall Street 2) more contract announcements this week 3) shareholder meeting on Friday to launch Stage Two of ALYD. 4) The India crisis continues to escalate... loss of programming assets plays well into ALYD's hands. Still these events don't mean much... or do they? ALYD is radically reorganizing itself internally in preparation for the rapid, massive growth we will witness in the remainder of the year. The revenues and earnings are beginning to POUR in and should increase 20-30% EACH QUARTER. This is not emotional... this is a fact.The coming acquisitions by the company will be perceived by Wall Street as very favorable.... the stock will CLIMB not FALL on these pieces of news. When Clinton calls for mobilization of Y2K assets at year end will you be an emotional shareholder? <ggg> Just wondering, Tech Master P.S. The coming Y2K market mania will dwarf the Internet, cancer, and other recent market manias we have seen this year...

To: V. who wrote (13871)	5/18/1998 3:15:00 PM
From: Jeffrey S. Mitchell	Read Replies (1) \| Respond to of 17305

VC++, up until last September, Y2K stocks were a big emotional play. At that point there was still more than two years to go and everyone expected the floodgates to be opening "real soon now". Didn't happen. So, we entered the "show me the money phase". The Indian companies skyrocketed because they already had the clients from past IT projects. Cap Gemini's Y2K survey showed that 90% of all companies looking to buy a Y2K tool had already done so by the end of '97 so tool vendors got smashed. Any Y2K company that missed estimates was hammered. For the most part, this is still happening. Even Indian companies have been is a steep decline lately. The ALYD "estimates" that we point to form Q1 were actually made in late '97 based on, again, '98 being the time when the floodgates would open. They've since gone mum on predictions for good reason. If people don't like revenue growth from $2.5M to $6.2M to $8.4M, and earnings from .01 to .09, then so be it. But these are real figures, not hype. Let's also not forget that there were 400K+ shares traded one day last week on no news. That's more than $5.2M! So whatever manipulation is going on is not small potatoes SI stuff we see on penny stocks. But, yes, caution is urged with all Y2K stocks. If you are not convinced, as I am, there is a Y2K problem, stay away! - Jeff P.S. Disney is lonely without you. I think of you when I eat the undercooked shrimp. (gg)