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To: Seeker of Truth who wrote (126)8/15/2001 3:08:32 PM
From: Thomas DeGagne  Read Replies (1) | Respond to of 144
 
Yes, it is a fair assumption that BOBJ and COGN products are very similar in functionality. In fact, from my understanding I would give Cognos the edge. BOBJ has had superior profitability but they have invest less in R&D. In the long term, I believe Cognos will be the winner in this market. In addition, I believe that should BOBJ fail to execute in any future quarter, the stock will drop more than 50%.


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