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: hasbeen101 who wrote (2633)	12/15/1998 9:25:00 PM
From: Bob Trocchi	Read Replies (1) \| Respond to of 3194

Damien... >>I'm still interested in the '99 earnings estimates. Last time I looked, they were around 20 cents or so. Wouldn't you agree that such an outcome would be a bit disappointing?<< I have no way of predicting their earnings for 99. I will have a much better chance after this Q and start to look at some trends. I would "expect" that they need at least 0.30/sh. in order to start a very meaningful breakout. The time for talking is now over. Some of the reasons that I believe 0.30 is possible are: Sales and marketing have been in place for enough time to start making significant progress. Execelon is ready to start producing revenue in 99. E-commerce is exploding and Object DB's are excellent for that. They now have some excellent reference accounts and with DELL using Execelon as a beta that is another big positive. Their PR is significantly better than it was say 6 months ago. Year over Year revenue from licenses should take a big jump and that is high margin business. The relationship with MSFT would appear to be in place for producing visibility and of course revenue from that visibility. A couple of good yr over yr q's will get analysts attention. Add all the above up and it is a good story IMO. Indeed they need more developers using their products and a marketing program to encourage that would IMO, be of great value even if this cost a few cents of earnings in 99. Finally, YES, the last price dip where I was lucky enough to add to my position at 4 (dead money according to ahahaha) is really paying dividends and I am now finally above water at long last. Regards bob T.