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Technology Stocks : Business Intelligence & OLAP

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To: Thomas DeGagne who wrote (120)8/9/2001 3:21:34 AM
From: Seeker of Truth  Read Replies (1) of 144
 
Hello Thomas.
I'm somewhat surprised that you don't have BOBJ on your list. Is it mainly because the price of 26 is too high? Or do you see them losing the leadership in the future? Their return on assets looks like the best.
ASCL does look interesting. But it is such a tiny company. Small companies are like small boats. Maybe you can cross the Atlantic in them but it is easy to imagine disaster. One has to know the small company inside and out to invest in it. That's hard to do.
Malcolm Bersohn
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