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


To: GUSTAVE JAEGER who wrote (2408)10/16/1998 5:46:00 AM
From: Edward F. Horst Jr.  Respond to of 3194
 
I concur with you views. Most significant from the release were the statements by Goldman relative to market positioning. What I'm curious about, still, is the value of these major deals over time. If properly structured, the agreements should have significant follow on revenues from products as well as some sort of an annuity fee structure on a transaction/unit basis. Now, if somehow, the company can only get WS to read the messages and understand the potential. These quarterly revenue numbers don't tell the story! There is plenty of $$$$$$ on the sidelines which fund managers must put to work in this environment. Their funds are mostly underwater and they will have to invest in small to mid cap techs in order to gain the leverage necessary to make their annual bonus'. ODIS can get to $10-12 alot easier than MSFT can get to $200.......