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

To: Merg who wrote (7430)	8/31/1998 2:43:00 AM
From: Jeffrey S. Mitchell	Respond to of 10786

Round 1 went to longs as Y2K stocks got hyped to ridiculous valuations. As a true Y2K believer, I admit to getting swept up in the hysteria thinking ALYD was the next ZITL-like moonshot. After all, ALYD had real Y2K customers, big named ones, and ZITL had zippo. You could throw a dart at a Y2K stock and make money on it. Round 2 went to the shorts. It was bloody. In just hours stocks like PTUS, VIAS, and CMND got cut in half. A few stocks treaded water, but most others got slammed. Round 3 will be the old 80/20 rule. 80% of the business will go to 20% of the companies. ALYD is global. ALYD is one of the only companies that has announced contracts in the last six months. ALYD's entire game plan is geared toward handling a sudden, huge influx of code. The market may not catch on right away, but numbers don't lie and Y2K is too compelling a story to be laughed at for too long. - Jeff