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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 (2743)	2/16/1999 4:00:00 PM
From: hasbeen101	Read Replies (1) \| Respond to of 3194

Bob, The BEA announcement looks fine. I think the slumping price reflects disappointment that this company continues to grow barely faster than ORCL and IFMX, when it should be cranking out annual growth way above 50%.

To: Bob Trocchi who wrote (2743)	2/17/1999 4:00:00 AM
From: GUSTAVE JAEGER	Respond to of 3194

This BEA/ODIS partnership is good news... especially when one notices that both companies enjoy a comparable corporate size: BEA says it has offices worldwide, in about 24 countries. It's also worth noting that, as odbms appears to be mandatory in more and more web-oriented apps, ObjectStore appears to be the only choice that's left... When most companies are planning to allocate several millions of $ to their e-commerce outfits, ODIS is a safer bet than VSNT, POET, and the like. Sure, ODIS'stockprice was sort of hammered lately... But look at the daily volume: only 359,000 shares on Friday 12 and just a tiny 110,000 shares yesterday! Not really the massive selloff we used to get on an ''after-earnings-period''. Maybe the market makers know about a further selloff from IBM Corp. in the next couple of months: IBM's position in ODIS's still a hefty 3M+ shares... Yet, time's on our side: in 42 days 99Q1 will be over and the whisper numbers will start buzzing again. This current 99Q1 is key because it's the last snapshot we'll see before ODIS becomes an eXcelon-driven business. Another thing that might help support the stockprice is its relative cheapness: P/E < 50, P/S < 4, etc... Further, I think that comparing ODIS with ORCL in the 1970s is wrong: 25 years ago, the whole computer industry was still in its early maturing stage --especially outside the US. It's like comparing oranges with apples! Just think about the latest Valley-barroom-babble: the Linux vs. Windows issue. Who's gonna say that Linux's dead because it's not growing its marketshare as fast as MSFT was 25 years ago?? Actually, when comparing ODIS with its closest competitors (VSNT, POET) we can claim that the company is overachieving. In Europe, most IT budgets are now relieved from the Euro problem; in 10 months from now, the Y2K issue will be over: more ressources will get freed to go to e-commerce projects. Besides, we still have to see how Oracle8i will do it: it might be perceived as a too-little-too-late-ORDBMS. In such a scenario, ObjectStore will look like the only sensible, cutting-edge, dbms solution. Finally, if Sybase gets taken over by some other IT behemoth, it might trigger a wider consolidation process --especially from Microsoft because of SYBS's focus on the embedded db market. Will MSFT allow it to grab the lion's share in the embedded software market? MSFT will have to care about its WebTV outfit, its Windows CE software, its info-appliance strategy, etc... Hang on, Gustave.