BORL: Time to BUY! Message Board

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Technology Stocks : BORL: Time to BUY!

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To: David Miller who wrote (7260)	11/10/1997 11:13:00 PM
From: i-node	of 10836

Borland needs to quickly become competent in i) selling this style of product, and ii) cultivating the new style of channel partners they will need to make it work. Getting away from your traditional area of competence may make sense from a marketing standpoint, but it imposes new strains on the organization. I agree, and I agree it is a risk factor. On the other hand, it is also relieving them from head to head competition with MSFT on many fronts, and that has to be considered a big plus, since MSFT has consistently whipped Borland in the marketing department. Another big plus is that Borland seems to have more focus now than at any time in my memory of the Company. And I find focus to be a most essential element of a company's success. Del has clearly articulated objectives for the turnaround, and has done an excellent job of heading that direction. Again, though, I agree that there continues to be substantial risk in this stock. The notion that it is headed up with no chance for backslide is just not realistic. While I feel positive about the stock, there is a lot that could happen to foul things up. This entry into new markets is one of them....

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