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Technology Stocks : BORL: Time to BUY!

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To: Key West who wrote (8565)1/16/1998 7:50:00 AM
From: Bipin Prasad  Read Replies (1) of 10836
 
Gene, I cannot see how buying VSGN adds value to Borland. (especially
at the price they are paying).

Within a two year time horizon, ORBs will be a commodity. If VSGN
backs off the deal then it will be just fine. If Borland can back
off the deal, we will benefit as shareholders.

The only positive I can see from this purchase is addition of talented
employees to Borland. But then it is a steep price to pay when that is
not guaranteed (i.e. the talented guys may leave since they are
not direct beneficiaries of this merger).

I am still long on Borland, because they seem to have their ducks
in order from a product point of view. Jbuilder is excellent
(the best) product. I use it every day for my clients.

Bipin
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