Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: GUSTAVE JAEGER who wrote (2434)	10/23/1998 2:01:00 PM
From: Punko	Respond to of 3194

In the end, your stock gains if have a credible story that investors can buy into or you have results. The internet stocks like OMKT are all wild bets on the future. Their stories are still relatively new. There's still a realistic chance that some of these companies can make it big. Thus the valuations that investors are willing to give these companies. OO technology has been around for many years. Investors are concluding that if it was all it was cracked up to be, it should've delivered on its promise by now. This loss of patience is understandable. No use crying about it. That's the prevailing sentiment and you just have to be patient and deal with it. Competitors are an issue when market share continues to be up for grabs. The longer ODI takes to beat Oracle, Sybase, Informix, etc. out of high profile, high dollar opportunities, the longer these have to develop their own competitive technology. And what's competive technology? Is it OODBMS? Or might it be something we don't even know about that will render ODI's product line obsolete? That's the risk. When Oracle and Informix were growing up, they were kicking the previous generation's products (Cullinet, Adabas, etc.) out the doors of fortune 500 companies left and right, taking huge market share away. It was clear that rdbms was a big market item. Big quarterly numbers confirmed this. Quarter after quarter after quarter.... ODI is not taking share. It is relying on the "new applications we can't conceive of" to take it to the next level. Sorry, Gustave, but some of us need more proof that these are coming--and that they will belong to ODI. And this last quarterly report is not proof enough to catapult ODI's stock much further than where it's at now. It's priced fairly given its history, market, and competitive environment.