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To: Runner who wrote (6750)	7/7/1998 12:41:00 AM
From: Jack McKibben	Read Replies (1) \| Respond to of 10786

Does anyone have an opinion on what would be a reasonable PE multiple for ALYD if they show an .16 EPS for this Quarter. Long now for 18 months and still holding. Not so sure about buying more, in at 15.25 now but have some money to buy more. No guts right now.

To: Runner who wrote (6750)	7/7/1998 1:15:00 AM
From: Jeffrey S. Mitchell	Read Replies (2) \| Respond to of 10786

Runner, ALYD's official estimate for Q2, which is now in print in the Dow Jones article, is $10M in revenue. I and others who have tried to crunch some numbers come up with .15; the analyst from Europe sees .16. Pretty close. So, anyone who bought today bought with those short term numbers in mind, not .22. My point was to get people thinking realistically. Yes it's Y2K and yes ALYD is well positioned to take advantage of a sudden influx of code, but as I see no evidence that panic has set in -- yet -- there's no sense fooling ourselves ALYD is somehow getting tons of work while everyone else is just waiting by the phone. Don't get me wrong, ALYD is keeping very busy; it's just time we recognize that even home run hitters don't always have to hit home runs to be considered successful. - Jeff