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

To: Edward F. Horst Jr. who wrote (2419)	10/19/1998 10:39:00 AM
From: GUSTAVE JAEGER	Respond to of 3194

Actually I was expecting some rebound today since what happened last Friday was not too bad after all: very few investors have been fooled by H&Q's silly downgrade... Only 180,000 shares changed hands! That's pretty low for an after-earnings-release day (remember that in July over 400,000 shares were sold after the announcement). Further, there was no D-word in the management speech (I mean something like: "While we're Disappointed with our quarterly blah blah blah...") because, overall, the sales force did an amazing job: 140 new customers, among them: American Online, Deutsche Telekom, Banque de France,... Who said there's no market?? As far as I'm concerned, I perfectly understand ODIS'strategy: let the pricetag of ObjectStore not be an obstacle to reap additional customers! Any would-be OODBMS buyer should fall into ODIS' bag --no question to see them fly away to ORCL, VSNT,... because of an expensive bill. Today, such a strategy means lower revenues but tomorrow it'll mean marketshare, mindshare and explosive license growth when these customers will ramp up their e-commerce or mobile activities! Regards, Gustave.

To: Edward F. Horst Jr. who wrote (2419)	10/19/1998 7:36:00 PM
From: Orwell	Respond to of 3194

Most money-managers cannot beat the S&P index, and as we know, when the markets have big down days, it is not the little retail investors who are selling, but the big institutions who do as much blowing with the wind as they do investing. I'm not sure most analysts understand the internet revolution other than to recommend yahoo. At the more technical levels, they don't seem to get it. O.

To: Edward F. Horst Jr. who wrote (2419)	10/21/1998 4:53:00 AM
From: GUSTAVE JAEGER	Read Replies (1) \| Respond to of 3194

The outlook is even worse for the RDBMS dinosaurs: SYBASE, INC. CONDENSED CONSOLIDATED STATEMENTS OF INCOME (Unaudited) Quarters Ended Nine Months Ended September 30, September 30, (In thousands, except per share data) 1998 1997 1998 1997 Revenues: License fees $98,759 $122,550 $300,683 $360,533 Services 111,498 110,473 334,261 320,172 Total revenues 210,257 233,023 634,944 680,705