Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ERM who wrote (6687)	6/29/1998 8:31:00 AM
From: CharlieBoy	Read Replies (1) \| Respond to of 10786

I'd heard (from an un-attributable source) that is was Rothschilds, but I have no way of finding out. CharlieBoy

To: ERM who wrote (6687)	6/29/1998 9:17:00 AM
From: Jeffrey S. Mitchell	Read Replies (1) \| Respond to of 10786

ERM, the name of the analyst is no secret. In fact he was mentioned on this thread and in the Charlotte Observer: Message 4776929 Once again, his name is Sean Kelly of Banque Rothschild in Switzerland. I like his long-term numbers, but, short-term, I think he is making the same mistakes that everyone seems to make, including me, when they learn about ALYD: one is blown away by the magnitude of Y2K and awestruck at how fast and accurate ALYD can remediate code but ALYD can only work with what they are given and what they are being given is a fraction of what their client's have. As I've detailed in the past, code for large organizations (like the ones who have signed with ALYD) is spread all over the world. It will take some time for these divisions to come to the realization they can't do it alone if they want to get the code back in production by 2000. Even if the IT staff admits they have a problem, the CIO is not about to risk his job by admitting his staff ain't gonna get it done. After all, what other CIO has come out and said that? Eventually a few will and the dominos will fall. But, until then, lucky for ALYD they have enough clients to continue to show quarter to quarter growth. If they were perceived by the market as a state-of-the-art IT company (i.e. they drastically reduce the number of bodies by using artificial intelligence software in SmartCode), then I think the street would be very impressed by their phenomenal growth in such a short period of time. Unfortunately, they are labeled a Y2K company and carry the expectations of achieving blowout numbers. So, rather than a slow steady rise up, or until analysts start tooting ALYD's horn domestically, it looks like we're still, to paraphrase TEDennis, looking at a "glub glub zoom" scenario. Yes, we'll get the zoom, but heck if I know when. - Jeff