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

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To: debra vogt who wrote (112)3/14/1998 12:36:00 PM
From: RB Smith  Read Replies (2) of 258
 
I have taken this bookmark off my SI screen, so I don't visit very frequently. I have spoken with some people close to the company and found out some interesting news. It seems that the company may be refocusing on networking security products. I think they found out how difficult it is to compete with CSCO in networking equipment (no matter how superior ODSI products are).

This new focus could give ODSI new life. However, it might take 4 to 6 quarters to see this shift and turn-around. Therefore this might be dead money for a while. Additionally, I'm not sure if we will ever see highs like we saw a few years ago.

I'm currently not in the stock and don't think there is a rush to get in, however we might keep an eye on this company later on in the year.

Above is just my snooping around for some information here in Dallas and a lot of MHO. Take it for what that is worth.

RB Smith
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