SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : OBJECT DESIGN Inc.: Bargain of the year!! -- Ignore unavailable to you. Want to Upgrade?


To: Bob Trocchi who wrote (2087)7/2/1998 7:36:00 AM
From: Bill Johnson  Read Replies (2) | Respond to of 3194
 
I agree with your dead money thoughts. It amazed me at Parametric to see the number of analysts who jumped on board after the company had already run up 10 to 15 fold. The risk of ODI going lower is very minimal, and the upside potential if OODBMS can eat into the RDBMS world is huge. I don't pretend to understand the entire competitive advantage ODI has from a technical basis, but I do like what I hear is going on in the sales environment.



To: Bob Trocchi who wrote (2087)7/7/1998 5:55:00 AM
From: GUSTAVE JAEGER  Read Replies (1) | Respond to of 3194
 
Regarding ''dead money''... Why don't you call Charles Wang and tell him that his latest move with the Jasmine ODBMS is just dead money?? I'm sure you'll make him laugh all the day!

Now, back to the Sunny side of the HOODINI story:

sun.com

Note that we're dealing with a $48M investment... Mark, can we still use your 5-10% ratio to find out ODIS' $-share in the project? After all, it seems to be a 1,000 license package.