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Technology Stocks : Stock Swap

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To: Andrew Vance who wrote (11012)1/30/1998 1:40:00 AM
From: Jeffrey S. Mitchell  Read Replies (1) of 17305
 
AV, I used to post that BORL was an automatic buy under 6 not 8! But, the trading range has shifted up a couple of points. So under 8 would have been a good buy and under 7 would have been a steal, IMO.

Borland's C++ Builder product kicks MSFT's butt in the GUI development area (i.e. designing screens), and has really gotten the attention of programmers in a big way. In fact, we are rewriting my MSFT VC app using the Borland product. The only negative thing I can say about it is they haven't added support for generating quick ActiveX stuff like they have in their Delphi product, but that should be in their next release.

As for selling... I suppose you should watch the volume to see if there is enough interest to get it back to 10. I suspect there may be since although everyone knows their software is great, no one was quite sure if they could win market share from MSFT. It looks like they have and that should provide momentum, IMO.

- Jeff
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