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: Mkilloran who wrote (8775)	11/4/1998 8:25:00 AM
From: Tech Master	Respond to of 10786

PSFT, SAP have spent millions and years to get where they are today and they have problems in this marketplace. And they have a 6 billion and 23 billion dollar market cap respectively. They are both struggling with weaker sales right now BECAUSE OF Y2K. Did you read the Wall Street Journal article yesterday? Analysts realize that things will rapidly improve for the ERP marketplace once Y2K is resolved. ALYD has my complete blessing to spend millions and take the time to competitively position themselves in the market while their competitiors struggle with companies working on Y2K.... All I want is a 1 billion dollar market cap for starters. Yes there is plenty of Y2k work to be done...also a lot of competition to get contracts.Then they have to make a profit off those contracts. I don't know what space shuttle mission you have been on but ALYD is profitable and won 9 new contracts last month alone! It looks like they know how to compete in my book. Y2K is coming folks... and ALYD has been positioned for exactly what is happening.... the late rush to the market for services that we are beginning to see.

To: Mkilloran who wrote (8775)	11/4/1998 8:35:00 AM
From: im a survivor	Read Replies (2) \| Respond to of 10786

Mkilloran, Actually, I had sold last week on earnings day. I did a very simple thing to make my decision. I made a list of positives and a list of negatives. Compared and "weighed " each item. I tell you what, it was simply no contest. The list of negatives was endless....Additionally, I took the list of positives and speculated what would happen if everything turned out Roses for ALYD...all the positives come to fruition, and this sucker performs splendidly. I then compared to see if I could match those positives with a better, safer, proven Co. The answer was a resounding yes. In fact, there are many, many issues I feel I could do just as well with as ALYD, assuming ALYD performs great. So the list of negatives is endless, and rather scary as well, and the list of positives, if achieved, is something I could do elsewhere.....Well, it wasn't a tough decision when looking at it like that. As far as my friend goes......I was really pissed off yesterday. Plain and simple...all I said was after visiting the Co, he has decided to sell. next thing you know, ole Techy is misquoting me saying I said i had a friend who got a special meeting that nobody else could get who has special info and is dumping his stock to keep the price down and bla, bla bla....I specifically said I did not know who, what when where or why...only that he visited and is now selling...and will sell over time. If tech wants to read special meetings and etc, into it, then so be it, but I made it perfectly clear that I did not know a single specific other then this guy has alot of money, alot of shares, is very sharp, and then I said that it would make one wonder what he knew, or what happened to make him want to sell. I also notice Tech mentioned there are still alot of people that believe in ALYD, and I am sure there are. What I see are far less believers and more people that : A.) Bought in high, and are just holding on and hoping they get back some losses. B.) People like me, that were long, but were not believers. We simply play the market and wanted to take a chance on something that may bring in a profit. I have companies that I invest in because I believe in the Company, The Product(s), and The People. I don't even look at the numbers. Why are people invested in this ??