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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 (2388)	10/9/1998 11:47:00 PM
From: hasbeen101	Read Replies (2) \| Respond to of 3194

Bob, I have about 7 quarters of numbers for ODIS, so it's hard to do any statistically valid analysis of revenue and earnings growth, but based on the scant data that I have, the rolling 3-quarter average revenue growth seems to fluctuate between 20% and 40% annualised. Compared to the average company, this is pretty darn good, but of course this stock is priced based on an expectation that it could do better than this. The intersting thing, however, was that even if the next few quarters come out the same as the previous one (15.6M revenues, 1M earnings), this would lift the trend. (The reason being that there have been some stinkers, including 97/4). What we definitely don't need is quarters that show a drop in sequential revenues or (yuk!) negative earnings. Once we have 2 or 3 more quarters of numbers, I'll start tracking the trailing twelve month growth rates for earnings and revenues. Looking at one quarter's numbers is fun/scary, but the twelve-month rolling averages will give us a better picture of whether the trend is really improving. (BTW I liked today's 14.9% price increase. This stock is IMO a gift at $4).