BORL: Time to BUY! Message Board

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Technology Stocks : BORL: Time to BUY!

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To: shane forbes who wrote (8995)	2/9/1998 1:00:00 AM
From: David Miller	Read Replies (2) of 10836

the effect of the new corporate enterprise developer targeted markets, I think this alone should be responsible for a few more $$$ in the stock price over the coming year... The problem is, this has to be seen as a departure from familiar Borland territory. Therefore an unknown in terms of P&L impact, therefore an additional investment risk factor? Incidentally, I wonder how Del feels about his statement about targetting "the Forte market" right now, given Forte's own performance recently. It would also be illuminating to find out whether he has transferred such targetting elsewhere, and if so, where? At the risk of demonstrating utter ignorance on the topic, what part do i) TA and ii) historical financial strength play in all this? Surely the issues are i) is it the right plan? and ii) can they execute it? david

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