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To: Larry Brew who wrote (15573)	10/5/1998 12:52:00 PM
From: Kachina	Read Replies (1) \| Respond to of 17305

All the way to zilch. This is an empty sector. Nada. Nichivo. No "there" there. What "there" was there is over. What exists now is hype and manure. So there are press releases saying, "60% of companies ...blah, blah." TM - There is a bridge I would like to sell you. Look - I ran two consulting businesses. I KNOW how these work, and I KNOW the life cycle of software projects in industry. They won't be signing any significant new stuff. That window closed in June. In December the trailers will have signed, if they want to. After that - Empty. I also KNOW exactly how much of the PR machine at companies I have worked for should be believed. (It varies.) So some marketroid claims 60% - Yeesh. Get out. Or play it on pure bubble perception spec. Take your pick.

To: Larry Brew who wrote (15573)	10/5/1998 5:31:00 PM
From: Tech Master	Read Replies (1) \| Respond to of 17305

Larry- Insights on ALYD's Oct 15th news (from Yahoo): Top:Business and Finance:Stocks:Technology:Software and Programming:ALYD (Alydaar Software Corp.) <- Previous Next -> Message 1426 of 1430 Reply my guess TheTechMaster Oct 5 1998 3:17PM EDT Based on Gruder's press release of August 17th.... I'm guessing that there will be an emphasis towards sexy new markets like the internet and e-commerce. The street will reward the company big time for moving in these directions. But I also expect to see emphasis on other core businesses that leverage the SmartCode technology...more traditional stuff. I wouldn't be surprised to see application development and traditional consulting services as they grow. They have great technology and people... now add some new businesses to the mix, a little analyst coverage, a strategic acquisition or two... and continued earnings growth... what do you have? A stock that is off to the races...