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

To: Bob Trocchi who wrote (2684)	1/12/1999 5:26:00 PM
From: The Professor	Respond to of 3194

>>My last purchase was at $4 about three months ago. 125% in three months. Not bad for dead money!<< I agree. Where's ahhaha? I'm curious if he has any reaction about the CEO change and the recent stock movements.

To: Bob Trocchi who wrote (2684)	1/12/1999 6:44:00 PM
From: hasbeen101	Respond to of 3194

Seemed to me one company started with a V ad another with a P. Do you remember? Versant and Poet. I believe Poet is unlisted. The VSNT stock price used to be 50% higher than ODIS and now it is about 75% lower (i.e. ODIS has outperformed it by about 6 times in the past year or so). Really the main competitors are the majors (and FUD, i.e Fear, Uncertainty, and Doubt). IBM, ORCL, SYBS, and IFMX all have so-called "Object Relational" features. Computer Associates decided that Object-relational was a dead-end, and they now have a product called Jasmine that was developed with Fujitsu. There are lots of applications that don't use RDBMS because they are to slow. As Goldman says, there are plenty of areas where RDBMS has failed, so ODIS doesn't even need to cannibalize any sales of the RDBMS players to succeed.

To: Bob Trocchi who wrote (2684)	1/13/1999 3:45:00 AM
From: GUSTAVE JAEGER	Read Replies (2) \| Respond to of 3194

I almost fell off my chair this morning as I saw ODIS @ $9.00+change! I agree with you Bob: 98Q4 results are excellent otherwise Perreault wouldn't have been put in the top job... Remember what happened with IFMX two years ago: the $100M loss in 1996 was the ''Big One'' on Wall Street and led to the removal of Phil White from the CEO seat. But then, the board didn't appoint his chief lieutenant, ie the COO or the CFO!! They just looked outside IFMX and hired Bob Finocchio to turn the company around. Bob and Justin worked hand in hand for the past several years and are jointly responsible for ODIS's achievement --whether good or bad. To talk about yesterday's stock rise I'd say that there might be some money rotation going on out there... I read it in a financial newsletter: smart money is jumping ship from the hottest dot-com-stocks to the second tier of the internet pack. In short, money is retreating from LCOS, AMZN, EBAY, and the like to enter net players that have not moved (upward) yet. Anyway, 1.4M shares is a big volume...hmmm... what's going on? I seem to remember that there's an exhibition/event scheduled for next week. Cheers, Gustave.