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Technology Stocks : BORL: Time to BUY!
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To: David Miller who wrote (7893)12/7/1997 2:00:00 PM
From: Bipin Prasad  Read Replies (1) of 10836
 
David,

I disagree with none of your observations in theory. It was just the
inconsistency that caught my eye, nothing else. It may be overly sensitive
on my part, but things at Borland cannot yet be described as "business
as usual", and these appointments strike me as being somewhat
complacent.

I don't think you are overly sensitive. It always pays off to be
vigilant from our part.

Yes, it was a good sign that he filled so many key positions with
non-Borland people. Also I agree with Rod that "specific and manifest
are superior." However running business is not that simple these days.
ei, we often run into situation that we need a good staff who understands tech and marketing, or old and new business or hardware
and software aspects. Once we have "specific and manifest" talent, we
also need right amount of "garden variety talent" to be the learder in
this market.

Let's hope Yocam is not complacent yet. His work just started.

regards,

BPP
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