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Technology Stocks : OBJECT DESIGN Inc.: Bargain of the year!!
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To: GUSTAVE JAEGER who wrote (2085)7/1/1998 7:02:00 AM
From: Bill Johnson  Read Replies (1) of 3194
 
I agree with AHHAHA that the word on the street is "not great" based on the way the stock has been trading. I talked to a money manager who manages 500 Million in individual money and asked him what his thoughts were regarding ODIS. His words were its "Dead Money" from his perspective until they can put consecutive quarters together with accelerating software growth. That earnings aren't going to drive this stock up, near as much as accelerating growth. He also said there is no one covering ODIS right now with the exception of one Wessels analyst.
That said, I agree with all of you bullish on the stock, ODIS will be a good investment this year and a great one next year. Bowman is executing his plan, and the sales vector is pointed in the right direction. He is no dummy, he wouldn't put up a quarter of a million dollars of his own money to buy the stock when he already has over 250,000 shares of options if he didn't believe it was going to be a good investment.
Bowman cannot however fix the lack of coverage on Wall Street, so when the June quarter comes out, and I believe it will be decent, then Goldman has to earn his keep, play a little less golf, and get out and tell the street what is going on from a core business standpoint.
Keep the faith.
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