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

To: Jeffrey S. Mitchell who wrote (8706)	10/30/1998 5:28:00 PM
From: Tech Master	Respond to of 10786

Jeff- I found this on Yahoo.....very interesting comments by Barb <ggg>: ********************************************************************* What wasn't talked about in the conference call Shono98 Oct 30 1998 4:06PM EST Hi everyone, Beyond the conference call: 1. GRE contract in the UK 2. Dupont Europe contract for 5 million lines of code (audit) 3. Sales in the US down 26% this quarter, European sales up 31% 4. Since Kevin Kale left Alydaar, US sales were sloppy, Europe kept going hard. 5. Michael Buchanan replaced him in the US after 2 months vacancy and sales surged again in October. 6. The increase in unbilled services might allow the sales of Q3 to be higher in comparative terms against Q2. 7. 92 bookings and 220 pilot projects done. 8. 9 contracts after 1 month ==> 25 contracts in Q4 ? That would be a doubling. 9. On bad numbers the stock didn't really drop. When bad news can't take a stock down, that's good news. 10. As the stock has no more place do go downward, the shorts will start covering. 11. Rumor only: Compuware is starting to buy stock !!!!! 12. ERP can work, but earnings are 12 months away. Barb, CA

To: Jeffrey S. Mitchell who wrote (8706)	10/30/1998 6:20:00 PM
From: 45bday	Respond to of 10786

I'll bet without looking at your list which I do periodically that if you take away the top few companies who have done well the rest of your list is down 75% easy and maybe more. Just out of curiosity as I haven't even bothered to look what were alyd's earnings. I woke up groggy this am at 6:20 PT read one or two posts and sold at the open. I was shocked to see based on the few posts I read that it didn't open at 3. Still have a few shs in another acct. which i will keep as a constant reminder of this experience with y2k. Good luck to all. Thank God I averaged down in VIAS a few weeks ago and now am actually in the black something I haven't experienced with a y2k co. in a long time.