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Strategies & Market Trends : Guidance and Visibility

AAPL 278.85

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Nov 28 9:30 AM EST

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To: jj_ who wrote (3009)	7/3/2001 9:40:29 AM
From: jj_	Read Replies (1) of 208838

fwiw BORL-java software-will beat on 7-19-01-August calls owner Message 16023044 6/26/01 Bear Sterns -Long-Term Growth 25% -leader in 5.5Billion sector-"We consider Borland an inexpensive play on enterprise Java and adoption of next generation distributed application architectures. Borland is a leader in the Java development tools market and is participating in healthy demand for Java application server platforms, a market projected to reach $5.5 billion by 2003." -. Borland has produced six straight quarters of growth – the last four profitable on the operating line. Operating cash flow and margins are steadily expanding. This track record lends credibility to 2001 projections targeting 20% top-line growth and record profitability.

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