Thomas,
> you think of RATL, right?. But if they get
> their act together, this should be an incredible story for quite
> many years till to come!!
RATL has things to do in terms of a) integrating and streamlining their product portfolio, and also b) cashing in on their position on UML (=getting a full and correct implementation of UML out). If they do, yes an incredible story...
> Trevor cited from some IDC or Dataquest study which had the
> OOT market reaching billions in a few years only (5 or 6).
Sounds very likely. OO is already a big factor in the industry, and is not going to go away. When I predict OOT becoming dominant in 5,10, or 15 years that is however an much bigger market. Remember, there are some 3 or 4 million Visual Basic programmers and X million Cobol programmers out there. If they or their successors are "converted" to OO...
> On a more personal note, as you are see(ing) software as a
> business insider, do you own any other software stock?
My US stock holdings is where my mouth is (OO): I got RATL, SUNW and BORL (through the acquisition of VSGN) and also ODIS. I'm a bit unsure about ODIS, because the OO database market doesn't seem to catch on. BORL looks very interesting right now. Haven't been investing in the US technology market for more than 18 months though, so I'm still looking to find some gems among other companies within this area.
/Hans-Erik |
