ODS - Optical Data Systems (NASDAQ: ODSI) Message Board

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Technology Stocks : ODS - Optical Data Systems (NASDAQ: ODSI)

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To: J. M. Burr who wrote (189)	7/8/1999 11:46:00 AM
From: Arrow Hd.	of 258

Concensus is to lose 2 cents. If they breakeven or plus a penny or two with a positive forward outlook and CC we could get analyst upgrades and some other catalysts moving forward. One area that intrigues me is the business intelligence opportunities. There was an interesting post on the IBM thread pointing to a META Group report showing enormous growth in data mining for business intelligence applications. Though SGI was not mentioned I have to believe their equipment is being purchased for this application. SGI's hardware directly competes with the IBM SP series which is the best suited product line due to it's highly parallel Risc engines that can process huge applications and data in parallel over dozens of Risc engines. No other architecture does this better. The IBM SP uses microcode to link the Risc engines, SGI uses ODSI's switches to accomplish the same operation. Currently, the ODSI business with SGI is primarily in the Government area requiring large parallel operations such as DOE, DOD, etc. If SGI pushes into the commercial data mining application areas this will be a huge plus for both SGI and ODSI. Still long and remaining optimistic.

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