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


To: ahhaha who wrote (2464)10/29/1998 8:25:00 AM
From: Bob Trocchi  Respond to of 3194
 
ahhaha...

>>You think I'm being foolish to be out. <<

I do NOT ever think of anyone being foolish when they follow their convictions backed up by excellent reasoning and you certainly have done that.

Since my investment in ODIS is in my "hobby" investment account and represents less than 1% of my total assets, I can afford to take the risk of once in a while being a "fool."

I will now remain in a holding pattern with ODIS. I certainly have the experience in high tech to have witnessed major players like IBM, DEC and others hold onto a cash cow as paradigm shifts nibbled away their base. Will it happen to Oracle and the other DB manufacturers? Who knows?

I appreciate the fact that it is much easier to change directions in the SW business than it was in the HW business (DEC, IBM) but nonetheless, large companies who have a stranglehold on current business do not always emerge a few years later as the leader.

Enough of this dialog. Good Luck and God Bless.

Bob T.



To: ahhaha who wrote (2464)10/29/1998 11:08:00 AM
From: Ahda  Read Replies (2) | Respond to of 3194
 
There is another concern: Japan. They have been given a nominal reprieve, but I claim
it's too late. They are throwing good money at bad debt. This action doesn't address the
true problem which has very little to do with Japanese banks. When the confidence runs
out again, the good money will fly to safety in our T-market, pulling out the basis
supporting the empire. The collapse of Japan will send the stock market into a bear
lasting until the fall of 2000.

I sure hope this a wrong view.

If you have a continued reaonable valuation of the yen and our economy not as assured as it was to our populous add to this more severe legal rulings on funds which could imho subsequently cause china to look like heaven .

We are not use to less here but more. So you have one end feeling a pinch which causes the other end to yell foul.