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

To: Bob Trocchi who wrote (2309)	9/28/1998 11:31:00 AM
From: Bill Johnson	Read Replies (2) \| Respond to of 3194

Can someone who is more technically astute than I am tell me why it does not make sense for ODIS to develop some applications i.e. e-commerce etc. to sell in addition to being just a technology company. There are very few companies that are horizontally integrated as well as vertically integrated -- Microsoft and Oracle come to mind. Take Broadvision for instance selling at 3 time ODIS's rate with lower revenues, but a better multiple because it is in an application space. This is common-sensical to me, so I am having difficulty understanding why it wouldn't be a natural extension of their development efforts. Does Goldman not want to work that hard or what? He needs to spend a little less time on the golf course and more time thinking about the bigger picture and improving shareholder value. Other comments appreciated.