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Technology Stocks : BORL: Time to BUY!

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To: Linda Kaplan who wrote (7568)11/21/1997 3:49:00 AM
From: Manfred Sondermann  Read Replies (3) of 10836
 
>>I'd like to buy back some calls, and am wondering how much lower BORL will go, so I can buy some Borland calls back then.<<

Linda, I would not buy calls, I would buy the stock itself and hold it
for a long time. I think this aquisition is not the last one that
Borland will make, and maybe they will buy the other companies as
expensive than this one. Borland is the winner, but the stockholder
has to pay for that, at least in the short term. So I don't think
the stock will make a lot in the next year, but in the long run,
with all it's collected new technologies, Borland might have a good ascending stockprice.

Here are some interview snippits:

1.) Yocam in an PCWeek interview in March 97:
"There are 10 or so companies that get categorized as
independent tools companies. Eight are not making
money," he says. "We can be very active" on the
acquisition front, he says.

2.) November 19, 1997 at 15:24, press conference:
Added LeFaivre, "ORB is just the start. There's a whole suite being
developed that add value to ORB, like security and transaction
services. We just wrap it all together for a true application server
built on distributed object technology."

best regards
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