Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JDN who wrote (8732)	11/1/1998 12:43:00 PM
From: Mkilloran	Respond to of 10786

JDN...ALYD announced their life after Y2K on Oct 15th... looks like not too many investors believe ADYL has much of a future beyond the Y2K work that they are doing. Some aren't real clear what work they are doing on Y2K. That's why the stock prices continues to decline....

To: JDN who wrote (8732)	11/1/1998 1:47:00 PM
From: bob oserin	Read Replies (1) \| Respond to of 10786

JDN, I believe Y2K remediation will continue through years 1999,2000, 2001. If so, transition period exists for ALYD to remake itself. The question is, can they do it? With all the speculation about CPWR buying ALYD, I wonder what would be a fair offer? If ALYD can make $1-$1.25 next year, is $10-$12.50 fair? This would represent approximately $.09-$,11 sh.(18mm/183mm)for CPWR. At their 38 p/e, their cap increases almost $626-$765 ($.09-$.11 times 183 times 38). Cost to CPWR, approximately $180mm-$225mm. I also think the ALYD-CPWR alliance has outlived its usefullness. Why does ALYD have to continue to pay or reduce its price structure for future business that their own sales force should have no trouble acquiring? I believe ALYD has priced less than mkt. for LOC contracts coming out of this relationship. I think a 10-20% margin increase would ensue.