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Technology Stocks : Optibase LTD Nasdaq OBAS
OBAS 12.590.0%Mar 23 5:00 PM EST

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To: caly who wrote (190)12/27/2000 8:10:47 AM
From: Geoff Altman   of 217
 
I think all bad news about this company is pretty much out. When you think about it they've actually been doing just about everything right in order to build a solid company. The SPO was timely, even though it hurt the stock. They didn't just buy View Graphics on a whim, VG has some proprietary technology. As usual the previous CC wasn't an analyst pleaser, I haven't listened to a CC yet where the OBAS staff was fully prepared to answer questions, that may change with the influx of new blood from VG, Jack Krooss sounded like he could schmooze pretty well and they'd be smart to let him handle the analyst.

I wouldn't be selling now, the prospects for them doing well next year are too good. I'm going to be looking to start another position here soon. It will probably be another 6 months before you see some results but I think all the tax selling is about done and if they're growth projections are anywhere in the ball park then they'll do well.
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