Technology Stocks | OBJECT DESIGN Inc.: Bargain of the year!!


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To: hasbeen101 who wrote (3039)8/4/1999 12:02:00 PM
From: Punko   of 3194
 
After y2k, and as more bandwidth comes on line, I think there's a good chance that the market will expand for this company, and if ODI's comedy troupe/management team doesn't get it right, someone with more vision and overall competence will (hopefully) get it right FOR them. But that's like backing into the playoffs. ODI's management should have done a better job to convince the market of the need for these products, or if we were really lucky, to CREATE a market for the products.

But Larry Ellisons, Bill Gateses, and Steve Jobses only come by so often.

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To: BillCh who wrote (3037)8/4/1999 1:38:00 PM
From: BillCh   of 3194
 
Down into the 2's now

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To: hasbeen101 who wrote (3039)8/5/1999 3:52:00 AM
From: Mike Kehler   of 3194
 
Damien,

I am long ODI because I believe XML will be bigger than currently exepected. ODI has a good product, strong financials, and their long term revenue growth has been quite good (about 25%). I really don't know if ODI's mgmt can cut it, but I would hope that they would at least be able to get more than the current market price for the company were they to sell.

I expect MSFT will pay the usual lip service to this technology but then not actually deliver anything (anyone remember Cairo?).

I agree that future revenue/profit growth is quite speculative. I personally find the current risk/reward ratio quite and beleive that this uncertainty is discounted in the current price.

IMO a price of 2 (and when I say 2 I mean 2.0, not 2.9) is unlikely, but what do I know?

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To: BillCh who wrote (3042)8/5/1999 6:40:00 AM
From: hasbeen101   of 3194
 
Down into the 2's now

Finally I have made a correct prediction about the ODIS stock price.

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To: Mike Kehler who wrote (3043)8/5/1999 6:43:00 AM
From: hasbeen101   of 3194
 
Mike, I admit that 2 does mean 2.0 not 2 19/32. i won't be at all surprised if it does go to 2.0.

I do agree that the risk/reward ratio is getting more attractive. This company has such strong technology that the potential for a turnaround is always present. IMO that would need a totally transformed approach to marketing.

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To: hasbeen101 who wrote (3045)8/5/1999 1:47:00 PM
From: BillCh   of 3194
 
Still a risk of a Microsoft announcement related to area of ODIS main projected revenue. Look what happened to AOL today. The announcement will come eventually, so prepare for a rollercoaster ride!

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To: Mike Kehler who wrote (3043)8/5/1999 1:58:00 PM
From: BillCh   of 3194
 
Maybe time to switch to MSFT at 85, here are some musings by Gates:

"And that impedance match, there are
ways of taking some of the ideas that were around object
database language couplings, and really getting those into
the mainstream. "

"We want to create a run time environment
that supports Java, C, Visual Basic, and a new set of
languages that are coming along that really deal with this
XML schema issue, that really take data binding, which has
been really the worst thing in development, where you have
to go and find the data, find the format of the data, pull it
in, transform it, and try to get it back out. Most code is
written around that. "

If you think the market will take MSFT product announcements in this area as "lip service", then you're on a good bet with ODIS in the mid 2's

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To: BillCh who wrote (3047)8/5/1999 7:01:00 PM
From: Mike Kehler   of 3194
 
Yes, MSFT "wants" to do many things. Time will tell us what MSFT actually manages to do, as well as the fate of ODIS.

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To: Mike Kehler who wrote (3048)8/5/1999 8:40:00 PM
From: BillCh   of 3194
 
I think 100% appreciation is possible, but don't hold. Flip (eom)

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To: BillCh who wrote (3049)8/6/1999 2:17:00 PM
From: BillCh   of 3194
 
Bargain basement buying at 2.55-2.75 today. The volume picked up today, so it looks like there's a floor under this stock after all. Above average volume today.

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