OBJECT DESIGN Inc.: Bargain of the year!! Message Board

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

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To: GUSTAVE JAEGER who wrote (2512)	11/5/1998 3:59:00 PM
From: Punko	Read Replies (2) of 3194

But this acquisition (of VSNT) will boost ODIS' stockprice as only one ODBMS-only vendor will remain on the stockmarket. I don't think I'd be as optimistic. First, I'd ask why the buyer passed on ODI. If ODI is so much better technologically, which although arguable, most of us seem to believe, and since ODI is fairly valued at current levels (which I believe, anyway), it would seem to me that ODI would be the logical choice -- not Versant. Next, I'd be concerned about the intentions of the buyer. What would their end game be? How effectively would they use their cash reserves to boost VSNT's r&d and marketing activities? How effectively would they leverage their installed base? If CA were the buyer (highly doubtful) or a company like it, that would in essence eliminate Vsnt as a viable competitor to ODI the same way CA's purchase of Ingres nailed Ingres's coffin shut for Oracle. CA is, of course, where software goes to die. If the buyer were Microsoft or Oracle, on the other hand, I'd struggle to see how this would be beneficial to ODI.

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