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Technology Stocks : ODS - Optical Data Systems (NASDAQ: ODSI)
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To: J. M. Burr who wrote (244)12/9/1999 8:16:00 AM
From: Arrow Hd.   of 258
 
Indirectly, ODSI has a deal with Novell through an online book publisher. Check out NEWS. It is a visibility issue plus revenue opportunity as Novell users get introduced to ODSI offerings. Once we get past Y2K and the corporate focus and IT dollars gets focused back onto E@Commerce initiatives (especially business to business) security solutions will really come to the forefront with ODSI getting a huge visibility opportunity. I think what we are seeing is "smart money" from institutions picking up shares in anticipation of a great year in 2000 especially in the second half. I was probably too early (though it did allow for very low priced positions) on this company but it is now in the position where more conservative money will flow in since they are positioned well.
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