restructuring charge will never affect the stock price, CSCO grows by merge and acquistion. In general, managing acquisition is hard, there are many examples of failures. Still, I think Borland stock is way too low for its value and be a profitable company, I also believe VSGN's people, products and Del's ability will make the transition smooth. It helps San Mateo and Scott Valley is not too far apart.
As far as ORB is commodity, I can give you BEAS as example, BEAS market cap is 1.2B, you can argue TP Monitor is a commondity too. But since everyone is using it, it becomes more or less a standard. VSGN ORB has the same potential, do U think ?
I think whoever has the guts to buy low and hold up to six months will have a great year on Borl. Besides, the past two months, small cap stocks have not done well. But when everybody fears, it is the time to buy. |
