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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Arrow Hd. who wrote (229)	11/1/1999 6:52:00 PM
From: J. M. Burr	Read Replies (1) of 258

FYI: With ODSI and its 513,000 shares of ATON I seem to have things convered. A recent confidential report I received indicated that Cisco's commanding position in the internet infrastructure game is losing ground to FFIV, RDWR and ATON. It was estimated that in 1999 that Cisco only won 2 of 10 competitive bids when one or all of the other three were in the hunt. I also have SFE and ICGE, which are holding companies and have interlocking interests. If you check the recent action on these stocks you will see that investors see a bright future for all five. It seems that ODSI is moving in concert with ATON, and when ATON moves up 10% as it did today, then ODSI will follow. ATON had spectacular news today in its battle with FFIV, and FFIV also had good news. Meanwhile, RDWR has the larger customer base. If ATON goes to 100, I speculate, and I repeat it is pure speculation, ODSI will break 8 somewhere on ATON's way up. ODSI has yet to indicate what it intends to do with its ATON stock once the lock-up period has ended. For me, that is the $64 million question and one I hope they address soon. Regards.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next