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Technology Stocks : Borealis Technology Corp. (BRLS)

BRLS 1.621

+2.0%

Jan 9 9:30 AM EST

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To: Domenic Caputo who wrote (13)	4/21/1997 11:36:00 PM
From: Shege Dambanza	of 62

Let me understand this. C3I, an implementation partner of Borealis, "...has stated that Arsenal is by far the best SFA product on the market...". Does the phrase "conflict of interest" mean anything to you? I think it is rather naive to assume that C3I is wholly objective, and therefore credible. The other company you are referring to is no doubt Siebel. They have split once, not twice, and in fact closed closer to USD 16 than to USD 18. No doubt Arsenal is a fine product. Whether or not it actually succeeds in the marketplace remains to be seen. I happen to think it will, but that's beside the point. You say $10.00 by June is a shoo-in. And this is based on what analysis, exactly? What is your revenue projection? EPS? Please enlighten us.

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