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To: CharlieBoy who wrote (6742)	7/6/1998 3:18:00 PM
From: Jeffrey S. Mitchell	Read Replies (2) \| Respond to of 10786

Anyone who invests in ALYD looking for .22 a share this quarter has their head in the clouds. Let's face reality, no Y2K firm is even coming close to the type of growth even the experts forecasted as late as six months ago. The reason why ALYD has sustained growth is the sheer number of 1-3 million line contracts they have with Fortune 500 companies. At some point, any one of those "two base hits" could turn into a "home run", which is of course what I hope, but I suspect such contracts will show up as a general trend (i.e. we won't be taken by surprise; it will be obvious panic has finally set in) rather than ALYD being singled out. I'm sticking with .15 on $10M revenues which I still think is a) phenomenal growth, b) proves that ALYD's factory approach can significantly increase .eps without a corresponding increase in revenues, and c) puts ALYD at the head of the pack of companies that will most likely benefit when code finally does start flowing to Y2K vendors. - Jeff