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

To: Larry Brew who wrote (9082)	12/3/1998 1:01:00 PM
From: Larry Brew	Read Replies (2) \| Respond to of 10786

All, << conversation with Tom Dudchik >> NJ Investors had PM'd me asking what questions I would ask ALYD since I considered many of theirs to be proprietary information. I spent some time reviewing ALYD's press releases, home page, and a quick review of their 10Q. This morning I called their IR rep, Tom Dudchik. A couple hours later he responded to my call and spent all the time required to answer my questions. I had missed the last conference call and he filled me in with a brief summary. Consequently, being human, I developed opinions on both his responses and views on what I think investors are expecting from ALYD. 1st I want to critique what I think a typical investor expects from ALYD. These are my opinions and have no reflection on ALYD's position. The investment community is looking for some MAGIC response from Gruder that's going to quickly pump the stock to 'anything.com' values overnight. Even if ALYD were capable of this, it's not a direction favorable to stockholders. Clearly some winners would emerge, but many would incur heavy losses. I believe in the long term strategy presented to me by Tom, and will review in soon to follow subsequent posts. I hate long posts. I will discuss to some degree their relationship with Olgivy, e-commerce strategy and difficulties obtaining brokerage coverage. Oh yes, I've a buy order placed. :-) Larry

To: Larry Brew who wrote (9082)	12/3/1998 1:23:00 PM
From: Larry Brew	Respond to of 10786

ALYD and Olgivy....... I was curious just what Olgivy was going to do to solidify ALYD's position in the marketplace. I had envisioned them as a pump and post firm hyping their clients like ALYD. Never being a part of marketing, it's an entirely new field to me. The reality: Olgivy will go to ALYD's client base and quiz them as to how they feel about ALYD's current y2k support, and would they be willing to create new contracts with ALYD based on past experience. It's all about feedback from ALYD's customers and relaying the results to ALYD that they may bend their strategies to meet these customer requirements. One more note on investor inquiries to ALYD. I'd say rather than trying to develop an ongoing dialog with ALYD, let them know issues you'd like discussed at the annual meetings. At TI, a form was passed to employees prior to the annual meeting to be dropped in a question/answer box. A good system. Management could review ahead of time, sort and respond to frequently asked pertinent information. Still waiting for my order to fill. In true fashion I split the bid ask spread. Oops, just filled. 8 13/16. :-) Next e-commerce Larry