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To: Tech Master who wrote (7235)	8/18/1998 10:55:00 PM
From: stox19	Read Replies (1) \| Respond to of 10786

TM, I love it when you speak. Do you think we are going to gap up at open? Shorts are not leaving us until some start buying big. I mean big like new volume over 1MM for ALYD. I have a good idea for Clinton to divert attention to Monica deal. He should take a big leadership role in Y2K. ( just dreaming again) Mansour,

To: Tech Master who wrote (7235)	8/18/1998 11:06:00 PM
From: Probity	Respond to of 10786

P.P.S. How dumb is that fund manager going to feel after Labor Day? ;) Hey TM, any chance that new fund managers' name is Bill Wexler <g>. Also, does that mean that Gruder's buying was a one shot deal or will he continue???

To: Tech Master who wrote (7235)	8/19/1998 1:10:00 AM
From: IRISID2000	Read Replies (1) \| Respond to of 10786

Dear Tech Master, I have been following your posts along with those of Jeffrey Mitchell for quite some time now. You are very credible, as is Jeffrey. It is interesting how everyone is speculating about the "Internet Buzz", but no real due diligence is being performed by those that continue to question the direction of ALYD. I believe that Gruder has told all of us (without being overtly blatant) the direction of ALYD. He said this in his press release yesterday. All of the disclosed facts in the release about ALYD's direction and acquisition targets point directly to ENPT. Go ahead, everyone. Read about ENPT, its business, its direction, and its sources of revenue. Look at its business model, at the revenues, and finally at the earnings. ALL that is ENPT is pointed out in Gruder's message to the ALYD shareholders. What is key, and what I believe everyone is completely missing, is the emphasis on supply-chain management via the net, whether that be the INTERnet, or INTRAnet. Keep in mind that many large, and small for that matter, companies are devoting vast resources to cost reduction via controlling supplying chain purchasing decisions, and all the costs inherent in the related processes. This function represents what I, and many others, believe to be the largest area for cost savings in the future. The internet, tools that are designed to function over the net, and tools designed to interface with the net from within a company, will be the catalyst for this growth. ENPT fits this mold, and has the hardware infrastructure in place for ALYD to layer on top its software capabilities. Keep in mind, it is internet, plus software, plus recurring revenue streams, that will be the winning combination in the future. Much of what TM and Jeff point to, as reasons for the decline in the stock, are correct. IMHO, a grossly oversold stock has nowhere to go but up. ALYD has great fundamentals. It needs to continue to demonstrate that it can grow its revenues and earnings, sequentially, quarter to quarter, for at least one more quarter. ALYD also has to come through with its "promise" to divulge its future "post Y2K" plans by August 30, the "within the next 30 days" that was said in the July 30 conference call. Gruder told us that this date will slip by at least another 30 days, into October. Also keep in mind that the "Street" does not reward companies that continue to delay, or miss targets. Not disseminating information when committed can be construed as missing a target. IMHO, the "breakout" time will occur when three things happen, in relatively close proximity: 1)Announcement of acquisition target along with credible business plan that takes the combined companies into the next century, 2)Major new contracts with US based companies, and 3)another quarter of growing revenue and earnings. I would appreciate any comments to this post. Let's have some free flow of ideas as to what we want our "new" ALYD to look like. What's your vision?

To: Tech Master who wrote (7235)	8/19/1998 6:07:00 AM
From: Larry Brew	Respond to of 10786

TM, << my respected friend, but.......... >> In post 7235 you speak of rapid recovery. 11 3/8 isn't what I call a recovery, but a stop to the slide. Give me 14 - 15 by Friday and 16 -18 by the following Friday, and I say it's more like a recovery. I haven't seen a foundation to support Y2K stocks of any sort as of lately. An insider push on the stock will only be good for short term traders. We need a Y2K market foundation and I worry more that this won't occur until after the bell goes 'ding' at midnight Y2K. At any rate I stay with a long position just in case the public wakes up early. Also I do the dips and peaks. They've returned well this year and helped me to now be bought down at an average of 13. Missed my opportunity to make it an average of 11 when the stock dipped to 9. Can't win them all. Did do a VIAS buydown today. Larry