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Technology Stocks : OBJECT DESIGN Inc.: Bargain of the year!! -- Ignore unavailable to you. Want to Upgrade?

To: Edward F. Horst Jr. who wrote (2035)	6/23/1998 9:06:00 AM
From: Bob Trocchi	Respond to of 3194

Edward... >>, the reasons to buy for the large investors will still not exist. This quarter and the rest of '98 is probably the key to shareholder valuation long term. Comments?<< Large investors IMO will not pile on for a long time. The company is not large enough to provide the liquidity that large investors (funds) usually are looking for. On the other hand, large is a relative term. A large investment in ODIS is not even a blip on the screen at say Oracle. I totally agree with you that 98 is key to long term shareholder value. I personally am not placing much hope on q2. In fact, I will be satisfied if 98 proves to be a great year in getting to my 100 "deals." If they do, then the revenue will follow in 99. These licensing deals will take time to build into a solid and continuing revenue stream. That is why my magic number of 100 is needed. What is so magic about 100? I really don't know except it fits perfectly between 99 and 101. <G> Now that I have totally analyzed this whole thing and I am sure I am correct, watch out!!! If I were that smart, I would be rich!!! The market does what it wants, companies have all sorts of good and bad unexpected events, etc. Currently, ODIS is not a good stock to park a LOT of money but I still feel the future is bright for those who hold on. Picking the turn is impossible for me. Regards Bob T.

To: Edward F. Horst Jr. who wrote (2035)	6/23/1998 10:06:00 AM
From: GUSTAVE JAEGER	Read Replies (1) \| Respond to of 3194

The stock price certainly isn't indicating any positive surprises for Q2, which has 1 week to go. Unfortunately I don't think that ODIS'stockprice is related exclusively to ODIS's performance... A LOT of what's happening with VSNT has always been factored in ODIS' stockprice. So, just look at VSNT's current stockprice and you'll understand what's going on. Yet, I'm hopeful for the current Q and I think that the diverging performances of ODIS and VSNT will allow some sort of ''decoupling'' between their respective stockprices. ODIS will get free from VSNT's poor track record in the coming months. I wouldn't be surprised if ODIS shows $16.5M in revenues for 98Q2 and a ''surprising'' $1M in net income. Gustave.

To: Edward F. Horst Jr. who wrote (2035)	6/23/1998 8:12:00 PM
From: hasbeen101	Respond to of 3194

Until these deals reflect themselves in significant revenue increases they are simply good press This is true as far as it goes, but it is not the whole story. Firstly how is it true? We all know that the bottom line is ... the bottom line. By now this company should predictably be producing quarterly earnings of more than $1M per quarter with revenues growing at greater than 50% per year. This sure isn't happening. I would like to see management making some really clear statements to the market stating that these are their objectives. Until we see the money, we won't know for sure that things are working out. But I am a long-term investor, and my intention is to hold for a period of five to ten years. "Sure-things" are for gamblers, not investors. Secondly, how is it not the whole story? I think all these smaller deals are stepping-stones to the bigger more profitable deals. So each deal is not just good press, it is also a stepping-stone to serious revenue and earnings growth. I am actually working with a lot of companies that are looking into using ODBMS (because my company has a track record developing really useful applications that run on ODBMS), and I think I can see the buyer psychology at work. Frankly, less than 10% of buyers will choose the product on its own merits (which are enormous). The other 90% are reference sales, where they have to be shown that some of their competitors are already using much better software, and only then will they buy. So all the smaller sales (to the 10%) are necessary steps before you succeed with the more lucrative 90%. I really believe this is how it will work. The only problem is that the reality will be a bit more "fuzzy" than this: the ramp-up will be relatively sudden (IMO) but it won't be totally obvious at first. And no, the 10% sure isn't exact and I don't know whether things will take off in 2 months or 2 years.