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Technology Stocks : OBJECT DESIGN Inc.: Bargain of the year!!

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To: Erez who wrote (2042)6/24/1998 9:31:00 AM
From: hasbeen101  Read Replies (2) of 3194
 
I am quite comfortable with my decision to double my position on ODIS

I thought I wasn't the only one considering this. I haven't pulled the trigger yet, but I'm really tempted.

One way to look at it is this: ODIS is on a Price/Sales of 3.0. ORCL is on P/S of 3.4. For that pricing to be fair, Oracle must grow faster than ODIS over the next 10 or 15 years. Bearing in mind that Oracle is already 100 times bigger than ODIS, and playing around with ideas that are less proven than ODBMS (e.g Network Computers, flirting with Apple, and probably the most feeble implementation of object/relational), I don't buy that. Not for one minute.
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