The only problem with fairy tales is.... that's exactly what they are. Fairy tales.
David,
On the face of it, it does sound like wishful thinking. And may be after my long and boring (you've been warned) explanation, it still sounds like wishful thinking.
Cinderella can be classified as a fairy tales, but to me it's a story about the underdogs of the world. America loves underdogs. The story of America itself is a Cinderella story. I once read an interview with Sylvester Stallone when he talked about how he came up with the idea for the movie 'Rocky'. He understood the public well. I lost track of how many Rocky movies he made. People just can't get enough.
Just because you are an underdog doesn't mean that they will give you a chance. Corporate America(CA) also wants team players. BI once was viewed as the darling underdog company. But PK failed to understand the CA culture and BI was cast as a loser instead of the underdog. And MS certainly capitalized on that. Apple made similar mistake with the infamous Super Bowl commercial that slapped CA in the faces.
Last week announcements capped a year of effort to partner with major industry players. You are judged by the companies you keep, and Borl has done a remarkable job in just one year. Few companies if any, have strong partnerships with MSFT, IBM, ORCL, SUNW, NSCP and SAP all at the same time. This is a story that's ripe to be told, BI just needs a couple more profitable quarters to change their image from loser to winner. To get written up in a business publication will help a great deal with the turnaround effort.
Since I own the stock, it would be suicidal for me to marry the stock by being incessantly bullish about it. And you know the saying about how the fools and their money soon parted. So if I'm wrong on my call, I will be punished where it hurt the most.
Thank you for reading. |
