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

To: Joe Pic who wrote (2315)	9/29/1998 12:16:00 PM
From: Bob Trocchi	Read Replies (2) \| Respond to of 3194

To All: What the heck is going on. Every time I add to my position, ODIS drops like a rock in air. Isn't there some people out there who really do not like this stock? I want to learn WHY. So, please do some posting. We have not heard from ahahah lately. Are you still there? Sometimes however I could not quite figure out whether he was long, short or on the sidelines but he did have some great comments. I am long for the following reasons. 1. I believe that there is a fundamental change going on regarding databases especially when it involves the interactivity on the Internet. ODIS I believe has a great product(s) that fits that need. I am basing mostly on what I hear from Gustave and Damien. 2. They seem to me to be executing a basic strategy of concentrating on producing products that can be used by lots of application developers for very specific applications in well defined industries such as banking, e-commerce, imbedded chips in forthcoming appliances, etc. This over time should be a money machine for license revenue. The MSFT model. 3. While I get frustrated sometimes with their marketing, on balance it seems to have improved and they seem to be getting their message out. A number of highly visible new accounts for example. I am also pleased with their overall strategy as I understand it and they are sticking to their "kniting." I would like anyone who is familiar with really digging into a financial statement and see if that seems okay. Something seems wrong lately. Maybe time to add some more? Heck no, if I do it will immediately drop to 3. With today's drop, I sense some bad news coming. Comments Bob T.