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

To: hasbeen101 who wrote (2197)	8/6/1998 4:24:00 AM
From: GUSTAVE JAEGER	Respond to of 3194

The reason I guesstimated CLARION as a most likely candidate for embedded ObjectStore is an article I read in Windows Magazine about Windows CE. I seem to remember that Nokia was featured as a mobile communication company to use Windows CE in its GSM phonesets and CLARION as a carradio company using Windows CE... But yesterday I noticed that Philips NV was sponsoring the PDA conference alongside ODIS... So, I may be wrong?! Anyway, relieved we are! A new base's been building at $6.00+ for the stockprice... Maybe we'll see the $7.00 again --no later than next week! I took a look at Computer Associates's annual report: not much was said about Jasmine (except for the usual ''buyoant lingo''). Yet I think that CA's disclosing of some encouraging data on its Jasmine offering could boost ODIS'stockprice. Another booster for our little gem will be VSNT's pricetag when it'll get taken over by some IT heavyweight... I don't think the VCs will pour another $5-7M into VSNT just to help it in meeting ends for the next 2 Qs: VSNT has a strategy problem --not just a cash squeeze! They badly need to shore up their store to a major IT player. As these issues develop in the coming months, we may hope for the stockprice to ratchet up a little bit...

To: hasbeen101 who wrote (2197)	8/10/1998 4:42:00 AM
From: GUSTAVE JAEGER	Read Replies (1) \| Respond to of 3194

It is no secret however that Goldman and Bowman are targeting embedded systems as a platform for ObjectStore PSE... You're damn right! It was a matter of reading between the lines of ODIS's latest quarterly report anyway: Company Significantly Expands Customer Base Across Multiple Industries During Record-Setting Quarter BURLINGTON, Mass., July 16, 1998 - Following the announcement of record financial results for the second quarter of its fiscal year, Object Design(R), Inc.(Nasdaq: ODIS - news) today announced that it significantly expanded its customer base during the quarter with multiple strategic sales agreements across a wide variety of industries. ''We're seeing growing demand for our database products not only among traditional customers, but also in many new market segments,'' said Justin Perreault, executive vice president and chief operating officer of Object Design. ''These sales clearly indicate that our products are being adopted across a broad range of industries.'' Perreault said that the fastest-growing new market segments include companies seeking to deploy Internet applications, Java applications and embedded applications on portable devices, appliances, software applications, etc. ''Object Design's ObjectStore(R) line of database products is ideally suited to these new applications and we are seeing this in our sales results,'' Perreault said. You know... the more I think of this car radio story the more I see it as the greatest news of 1998! We must realize that embedding ObjectStore in these so-called info-appliances is kind of a quantum leap for ODIS' marketing: the company's entering the *consumer mass-market*! We're no longer talking of a few thousands of licenses to get spread over a dozen corporations... There're millions of cars out there! In the US alone --the biggest automobile market with a 43% market share-- there're about 15 million new cars sold per year! I know the business model will not be the same: no question of ODIS charging Clarion, Sony, Kenwood, whatever... $95 per licensed radio! But even a $5 license times several millions makes a lot of $$. And then we have all the other info-apps: mobile phones, smart cards, TV-sets, microwave ovens,... you name it! I tell you: it's a whole new game starting on. Regards, Gustave.