SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : BORL: Time to BUY!

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: peter lo who wrote (7490)11/18/1997 2:36:00 PM
From: Paul Corbett  Read Replies (1) of 10836
 
peter, I hear what you are saying and there is need to be cautious. I am however holding BORL.

The OPEN acquisition was as you say a disaster and pushed the share price down to $5. However the price was going down anyway. At least this time the trend price for BORL is up.

It is of concern that VSGN is losing $10m per year. Maybe some of the accounting analyst's on this thread can break this down a bit.

Assuming that most guesses on this thread of BORL's expected earnings of about $5m per quarter then BORL earnings would have been about $20 for 1998 without the acquisition..

there are 2 possibilities..

either the combined earnings in 1998 will be about 20 -10 i.e 10 million per year

or

we were underestimating BORL earnings. As Yocam is saying there will be no dilution in earnings per share then I suggest that BORL earnings
are higher than we have guessed above..

any other ideas anyone?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext