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

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To: Chris who wrote (74)7/17/1997 1:23:00 AM
From: HiTech Junkie   of 258
 
Chris--- appreciate your comments. We all have suffered with the disappointin earnings over the past year. But they have turned the corner and are ahead of the technology curve in both LAN switching and Network Mgmt/Security software. That's pretty remarkable for a small company playing in the big leagues.. Their network Seurity softwork is getting them into many places they could not reach before and have a very impressive client reference list including our US government - Walmart and many others. Their positioning in the Asia market is quite remarkable also and they may be ahead of the competition in that part of globe. Also remember they have many large powerful companies they partner with such as EDS-Motorola-Honeywell and I think you're going to hear off two very large reseller agreements this quarter. So they're not alone in the war against CSCO and the like but when they get opportunity to go head to head they come out just fine. Cisco woul like to have the world believe one stop shopping and big is better is the dominant force in the market but that remains to be seen in fact. I think companies are a lot smarter than that and ODS partners have a lot of clout and will get them into good companies.. Bottom line is their is room to grow and prosper for small technically competent companies and although CSCO would like the world to believe they are not the dominant force like Microsoft or Intel. There is a niche for ODS and I believe their earnings will grow substantially over the next 18 months - the stock will rise and then they will sell the company to a larger force... That's my gut - hope and desire.
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