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: James Yegerlehner who wrote (7737)11/26/1997 8:28:00 AM
From: david thor  Read Replies (1) of 10836
 
James,

<If Borland's business should fail to unfold the way we hope it does, I would like to detect it as soon as possible. >

I agree.

<ATT sold off Lucent, and Lucent's revenues went way up. The reason: the telcos were more disposed to buy equipment from Lucent once Lucent was no longer owned by their competitor. >

I work for a telco and I haven't seen that; we've been buying from Nortel, Lucent and DSC, but every telco has been forced into more aggressive purchasing for a number of reasons. I certainly agree with you that VSGN has no monopoly on CORBA. They do have an impressive client list; perhaps the nature of that list could provide the "early warning signal" you refer to.

Regards,
Dave
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News