BORL... time to short?! Message Board

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Technology Stocks : BORL... time to short?!

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To: Joshua Yoon who wrote (14)	7/7/1996 9:31:00 PM
From: Michael Coley	of 56

>>> When do you expect Beta for Latte is coming out? Joshua, I just got back from the extended weekend, so I'm a little slow to respond here. In the conference call, Paul Gross (VP, R&D) said within a few months. As I remember, however, he stuttered between "few" and "months" so I think that might have been a guess. I kind of expected it sooner. You should call them to confirm. If you do, please let us know what they say. >>> We all know that Borland's survival depends whether they could rebuild Delphi's momentum and deliver additional products. Very much so. They said several things in the conference call that make me believe that they are working very directly on this. The two comments that gave me the most confidence were that they are "aggressively targeting marketing campaigns that focus on the use of Delphi as a complementary tool to C++ users, VB users, Paradox, and other database users" and that they "will announce a new tool for the Internet that addresses the broad-based market for database publishing." They also acknowledged that they had been targeting existing customers rather than potential new customers, and that they plan on correcting that. - Michael

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