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Technology Stocks : ODS - Optical Data Systems (NASDAQ: ODSI) -- Ignore unavailable to you. Want to Upgrade?


To: J. M. Burr who wrote (242)12/6/1999 7:46:00 PM
From: Arrow Hd.  Read Replies (1) | Respond to of 258
 
J.M., been away so have not been online. On your point about SAIC, I went back to the oldest news I could find but it did not go back far enough and I reviewed my posts from a year ago but could not find the references, if any, I made about SAIC. What I recall is that SAIC and ODSI agreed that SAIC could purchase more of the company at 8 1/2 and again are around 10. I presume these are open market buys. So ODSI is encouraging SAIC investment and ownership in ODSI which avoids any hostile accumulation. One of the major benefits of the relationship with SAIC is that they are huge (billion or more) and a very respected services and consulting company but since they are privately held, they are mostly unknown to the investment community. What SAIC does is introduce ODSI into their accounts and directly and indirectly markets ODSI products. I believe it is the major reason ODSI has as many beta test sites going right now. Without SAIC they could not have generated this level of visibility. If the rumors regarding the MSFT collaboration are true then this would obviously be another coup. Someone is their god-father. How else could they have gotten the ATON deal.