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: Erez who wrote (2528)	11/10/1998 3:59:00 AM
From: GUSTAVE JAEGER	Respond to of 3194

Could a $600M offer by MSFT or SUNW be enough of a reason? We'll all end up as happy MSFT/SUNW shareholders since it'd likely be a stock payment. With the market clout of a MSFT or SUNW, ODIS's product line could get a dramatic boost.... especially in these emerging embedded appliances. Do you think that consumer electronics giants such as Samsung Electronic, Clarion, NCR (Web-enabled microwaves), etc. are more likely to close a deal with an ''obscure'' ODIS or with a fellow IT blue chip such as MSFT or SUNW --or ORCL (Oracle Lite) or SYBS?? Yet, I still think that the current competitive environment for ODIS is far from a threat to the company's future prosperity. CA has a formidable market clout but ODIS has set up such a nice web of strategic alliances! That's a strong appeal from a customer's viewpoint: MSFT's Visual Studio, SUNW's Java endorsement,... The problem is that the whole dbms market's sort of depressed: beside ORCL, all the big RDBMS vendors experienced a license revenue shrinkage. ODIS's 16% license revenue growth is the industry ceiling! This scenario could last for another 12 or 18 months --with ODIS remaining in the pole position. Why not trying to shake out all this? I mean a blitzkrieg!! A strategy that would leave no room for ORCL Lite and SYBS's embedded dbms to get a foothold in the info-appliance market. That means a give-away strategy a la Microsoft: 100% market share growth... and don't sweat the bottomline! I guess ODIS's current management is best suited to assess all these matters: when compared to the other struggling dbms companies I think we can think of them as the best team around. Jimmy, you said there's more to expect from ODIS on Nov 17th... Do you mean that this repurchase plan is just part of some larger scheme? I mean if the company ends up buying a total of 2M shares on the open market, it could help a prospective buyer... Say the offer is $20/share, ie a total of $20 x 28M = $560M. But if the company owns 2M shares, that's $40M off! The buyer will save $40M since it'll get it back in ODIS's cash account. A very exciting business indeed! Gustave.

To: Erez who wrote (2528)	11/10/1998 5:08:00 AM
From: hasbeen101	Read Replies (1) \| Respond to of 3194

A thought from the Motley Fool: Finally, if you want to beat the market as a private little-guy investor, the way to do it IS through your best one or two stocks. Those who buy and hold a single great company for a decade or more will almost always outperform the market in their investing. This remains one of the great secrets -- a secret that will remain hidden by the institutions who simply cannot and will not do this. Note again, if you will, the example of the greatest market outperformer of all: Warren Buffett. ODIS is not (yet) a great company, but it has some great products which at least is a good start. I just hope we get the chance to hold "for a decade or more".