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Technology Stocks : Cognos Inc. - COGN
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To: Marc Fortier who wrote (1026)2/21/2000 9:43:00 AM
From: Carl R.  Read Replies (2) of 1109
 
Marc, depending on how widely read the article is, the piece could well have a short term impact on COGN. I am prepared to ride it out, however because I think COGN will re-establish faster growth than BOBJ. I do hope that COGN can start ramping up R&D, though. There are so many fast growing niches that I suspect a 50% increase in R&D would be a big help.

If you like BOBJ, consider that a tiny company like VIAD is spending 1/3 as much on R&D as BOBJ. Consider also that COGN is spending nearly twice as much. For now BOBJ is doing OK, but I have to wonder about their ability to compete long term.

Carl
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