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

To: BEEJAY who wrote (2547)	11/16/1998 6:32:00 PM
From: ahhaha	Read Replies (1) \| Respond to of 3194

Enthusiasm has clouded judgement. That's chronic here. All this attention given XML when that spec doesn't benefit ODIS much. Even if there was a lot of action, Oracle 8i would get it regardless of RDBMS latency. XML isn't where ODIS can make money, but there aren't many alternatives as long as they cling to the ridiculous enterprise orientation. They are orienting themselves to where they can't succeed. A better strategy would be to go whole hog after Linux. IFMX is installing their SE database on Linux servers in Jay Jacobs' 115 apparel stores chain. ORCL has a working interest in Linux, but they don't have the flexibility that ODIS has. Instead ODIS is getting married to that marvel of instability, NT. I threw NT 4.x off my disk because it was a crashing piece of junk. That's what you want to tie it on with? MSFT is safe. That's the best that Goldman and Bowman can do. It was time years ago to make bold and aggressive moves. This thread raved over the temerity of Bowman, yet what has he done? I know, created PR. The only improvement I've seen is in the brochures sent to developers who are committed already. A Linux strategy is specifically not enterprise, but it has tremendous potential in areas that can enable growth without overt interference from big players hogging the market. It's too nascent for ORCL to get to buried in it. What's ODIS Linux position? 0. By the way there is no let-up in the persistent selling going on in the stock. It looks like the shares could get down to 2! As far as the company buying back stock they will be the only bidders. It continues to look like the company must get rid of Goldman, Perrault, and Bowman, if it is to get out of the structural malaise in which it currently wallows. I won't tell you what the institutional attitude is by request, but I will tell you it resembles the stock price action. That action represents a good assessment of the company's prospects: dwindling.