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To: Jeffrey S. Mitchell who wrote (6455)	5/29/1998 11:24:00 AM
From: Rich Dee	Read Replies (1) \| Respond to of 10786

OK, who changed the subject title? Reenginee? Guess we ran out of room. Somebody needs to fix this. Why did it change anyway? Rich

To: Jeffrey S. Mitchell who wrote (6455)	5/29/1998 2:17:00 PM
From: sibe	Read Replies (1) \| Respond to of 10786

Y2K is a once in a millennium phenomenona. --Jeff Actually, Y2k is a century, not millennium, problem. This will become evident for companies like Alydaar which use the window, even sliding window, approach.

To: Jeffrey S. Mitchell who wrote (6455)	5/30/1998 10:24:00 AM
From: John Melillo	Respond to of 10786

Jeff, I agree that the internet sector is hot at the moment and momentum investors have driven the prices up to ridiculous levels. In fact analysts and fund managers are blasting these stocks stating that when they start to fall, it will be hard and fast. The y2K sector did the same thing months ago when Zitl, Vias, and yes even Alyd were trading at ridiculous PE's. We were also warned that those levels couldn't last and, sure enough, they didn't. A lot of people got burned. It will be difficult to bring investors back to this sector. Something has to happen in order to draw attention back. My post to Rick V. was strictly about investing practices. Alyd is extremely risky. My point was that if I had an extra $50K I was willing to throw away on a crap table, then I would take a "moon shot" and bet on Alyd. There are a lot of "mom and pops" holding on to this stock for the wrong reasons. They should know just how risky it is. If and when I do re-enter this stock it will be at much less exposure, and as you had mentioned, only as long as the momentum lasts. Waiting for global recession, John Melillo