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To: Josef Svejk who wrote (8077)10/7/1998 8:07:00 PM
From: Tech Master  Respond to of 10786
 
Send Bob Gruder an e-mail and ask him for the details....

I'm sure that he will spell it all out just for you prior to the 15th if you ask real nice.

Try info@alydaar.com




To: Josef Svejk who wrote (8077)10/7/1998 8:08:00 PM
From: Larry Brew  Read Replies (2) | Respond to of 10786
 
Svejk, << Alyd, or whatever, the bull is dying fast >>
Humor's all that's left before 2002!
It sucks. I may have to work for a living again! <g>
Larry



To: Josef Svejk who wrote (8077)10/7/1998 10:25:00 PM
From: Jeffrey S. Mitchell  Read Replies (2) | Respond to of 10786
 
Re: ALYD vs. COGIF

COGIF has made 7 acquisitions in less than a year. This has beefed up their employees and vastly increased their revenues. But, so far, it hasn't done much at all for their earnings:

For the three months ending June 30, 1998, revenue increased 768% to US$19,987,084 from US$2,301,000 in the same period a year ago. Net earnings increased 728% to US$2,277,000, or $0.18 per common share...

Keep in mind that ALYD did .16 per share on revenues of about half that of COGIF. Why? Because ALYD is not trying to be a huge traditional IT shop. Their whole gameplan is to automate tasks that are traditionally done by bodies. Whereas COGIF hires programmers to do custom programming for clients, ALYD creates tools that do away with the need for hiring programmers for certain key tasks.

Don't get me wrong, there's always going to be a need for custom programming, and COGIF appears to be following in LGS's footsteps in assembling a formidable business. But ALYD is not heading down that path, nor intends to from what I hear. Again, that's not to say one company is right and the other is wrong-- just that there's room for all types.

- Jeff