BORL: Time to BUY! Message Board

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Technology Stocks : BORL: Time to BUY!

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To: i-node who wrote (6844)	10/23/1997 9:25:00 PM
From: Michael Coley	Read Replies (1) of 10836

RE: Q3 Estimates / JBuilders Sales. My estimates for Q3 are $45M in sales and $3M or 0.06 EPS. I'll be perfectly happy with a 0.03 quarterly increase in EPS as Borland continues their turnaround. I think it's a reasonable, attainable target. If they do that, 1998 will be 0.09 + 0.12 + 0.15 + 0.18 = 0.54, which (at the current price) gives a P/E of about 20. Plenty of room for upward movement... I think JBuilder sales will build much slower than most people here are expecting. I was in CompUSA today (bought a Zip Plus--more about that on the IOM thread later!). Borland had a very nice section of the programming shelf. About 35% was Borland, 40% was database and other stuff, and about 25% was other language products (mostly Microsoft). Delphi and C++Builder took most of the Borland area. JBuilder was there, but just a few. I still don't think that Java is as widespread (yet) as many would hope. - Michael Coley - i1.net

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