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: Brent Gilbertson who wrote (70)	7/16/1997 6:14:00 PM
From: HiTech Junkie	of 258

Well Brent the stock didn't hit 9.75 like you predicted and I suspect we have seen the low on this stock today in the 12 area. I listened to the conference call also and I thought it was a particular good discussion of the state of the union in the industry and at ODS. We didn't have background music and trumpets blaring but I thought they gave investors sufficient promise of rapid improvement in the quarters ahead. The message I got was that they turned the ship around and have completed their product transistion and are selling their new Infinite Switch line successfully with Gigabit Ethernet later this year. They have won best of show award in the large Singapore network conference for their Newwork Management software and two of four awards for their switches. I don't think you know what you're saying when you make the statement that their products are outdated. The company stated that they feel they have both the best LAN switching hdwe out their and their Network Management system is the standard in the industry for security. The CEO also stated that this particular quarter revenues were strong in ASIA and that he expected major revenue from US sources including the US government in the next quarter. Also they will have 100 VARS signed up by the end of the year and will announce in the next quarter one possibly two major new OEM resellers. Balance sheet progress was inpressive since they improved cash to $32.1 million from $25.4 reducing inventory about 30%. There is much more positive to say but what you have here is a small company with an outstanding array of products who has made the product transistion to switching and now poised for future growth. They are also debt free which is always a nice bonus. Are you sure you listened to the same conference call as I did.

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