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

To: nord who wrote (9521)	1/21/1999 7:54:00 AM
From: JDN	Read Replies (1) \| Respond to of 10786

TO ALL: Well I now must bid you adieu. After the huge runup yesterday and subsequent pullback almost immediately I finally became SO DISGUSTED I sold my entire holdings at 12. Lost 1/3 of my principal in this investment but frankly, while I believe they have an excellent tool, the Management is so unreliable that I could no longer stomach the volatility in this stock. Good luck to you all. My final holding in a Y2K type stock is TAVA and it is a substantial stake. Hopefully, it will ultimately make up for my losses in PTUS and ALYD JDN

To: nord who wrote (9521)	1/21/1999 10:37:00 AM
From: Jeffrey S. Mitchell	Respond to of 10786

Last week company pr is in NYC... analyst?, investment banker?, client?. E-commerce management recruitment. Contrary to what some might have you believe, management isn't sitting around watching a level II screen wondering why the stock is up or down a quarter point this hour or the next. ALYD, and Ogilvey, realize that in order to be taken seriously in e-commerce they must have a) excellent base technology (Smartcode), b) strategic new technology (by acquisition), c) top management (hence the NYC trip), and d) visibility (analyst coverage). ALYD's Y2K business is like a freight train. It keeps chugging along with room to add a whole lot more cars if necessary. Not much more to do on that front other than keep sounding the whistle every so often to make sure they're noticed. As for the price action, I'm clueless. Could be brokers recommending Y2K stocks like ALYD to their concerned clients, or could be an institution ALYD has pitched their story to on e-commerce taking a position. Who knows. But considering both Y2K and e-commerce are about as hot a topic as there is right now, I'm not much worried about how the stock is doing day to day. However, as with all stocks that have volatility, if you think you can trade them successfully, go for it! - Jeff