Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Erez who wrote (2170)	7/22/1998 12:31:00 AM
From: ahhaha	Read Replies (1) \| Respond to of 3194

Just like ODIS they're struggling. We can trash these companies all we want, but the simple truth is the business environment for the ODB's is poor. Big inefficient customer-scaring RDBMS houses keep a tight grip of fear and ignorance on the market. I thought you'd glean that from my recent post. No matter how the press and the "experts" believe the day belongs to ODB's, inefficient, non-competitive American Corporations won't go there. They will. They have no choice. Absolutely none. My premise for buying ODIS two years ago was that the internet would critically need efficient and fast db service. That can only be accomplished by ODBs when the scale and speed becomes 10 times what it is now. I believe that will take about 4 years. Long before that the risk-taking innovative American corporations will be pushed to invest in ODBs by their adversaries, foreign corporations not subject to guvmen and industry contrived fair markets. The rapid growth of XML is bringing about the ODB need home now. We used to argue about which language or development environment would lead the way to ODB. We forgot that what is easy, works, and is comprehensible by humans, ends up winning. XML is quietly doing that. Hybrid DBs don't cut it with XML. You can do it, but why bother? Legacy excuses won't hold up, that is, they won't hold up the internet because if they try, the legacy data will simply be dumped. As in Format Disk. No doubt the dinosaurs of efficiency will try to protect their investment and spend twice as much trying to do it. Smart guys. When the ODB software plays are ready to rumble, they will all start up at the same time. That time will be when turning the corner is recognized. Until then all will struggle and muddle. This thread can't get ebullient about ODIS' earnings expectations. Similarly, VSNT has extreme revenue fluctuations so their earnings are going to be survival at best. That means going to the well. A private placement is ill-advised and there's no way they can float it. Better to try now though than in six months. VSNT is ODIS' shadow. It represents the market. ODIS has pursued a protected strategy that keeps the institutions off their backs. That strategy is oriented around operations that tend to distribute revenues evenly over time. VSNT goes for the big deal although as you can read, the company is trying to put together many little ones now. It's a hold if ODIS is, but I believe they will both be breaking down back into their bases. If the fundamental earnings visibility was at all clear for ODIS, given the aggressive and clever buying going on it as measured by every trade analysis, it would be an outright buy. VSNT acted very well today though there's little interest in it. These companies may be turning the corner now, but most of the time you get a last dumping before the upside breakout from the base can be confirmed.