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To: JDN who wrote (9466)	1/19/1999 10:45:00 AM
From: stox19	Read Replies (1) \| Respond to of 10786

JDN, I hope shorts are running for cover. Now here is a very interesting post by someone name Barb that is always posting positive stuff about ALYD on yahoo. These are questions asked from Sean Kelly the analyst that was covering Alydaar. Also there is a mention of a large French contract we haven't heard about: Answers to IrisID's questions: 1. What is he basing his Q4 98 eps estimate on...talks with the CFO?? Is this figure based on actual results now that it is Jan. 13, 1999? No that is on his homework and his contacts with several local offices. 2. It appears that 1999 is a little aggressive. What is the basis for EPS to more than double from Q4 98 to Q1 99? The feeding through of the State of Geneva contract, the French Railways contract (45 million lines of code, not yet announced) and the first lines coming from China. Are there some voluminous backlog figures that Mr. Kelly is aware of at the end of 98? This is part of the backlog. But China could be reserving a separate part of the building in Charlotte, N.C. for doing a large amount of chinese stuff, mainly governmental (a lot according to him, more than initially seen). 3. Just how does ALYD's booking forecast translate in to billable code. What is the %realizable invoiced dollars as a percent of booking forecast? According to Sean Kelly it is all billable, just that there is a long cycle between booking and billing (3 to 5 months according to him) and that is slower than forecast. 4. If these estimates are based on the same old ALYD hype from within, they are still less than believable. Why...because the management has yet to demonstrate that they can accurately forecast anything. According to Mr. Kelly there is not so much hype, contracts are coming in steadily, the hype comes from the fact that business is arriving slowly, even on booked contracts due to the customer's inability to do it faster. Management's impatience is the hype, not the actual business. They always think the LOC should be coming in faster and they anticipate this in their declarations. He says this is not a mature management to the detriment of the shareholder today. Nevertheless, he believes that the management's attitude can change very fast and it can only be for the better. Everything they say materializes 3 month late. 5. I want to see someone, even Mr. Kelly, publicly announce these numbers. Mr. Kelly announces those numbers in all the road shows he does on Y2K (mainly in Europe). Barb, CA Remmember this is not from me. It is posted on yahoo. Mansour