BORL: Time to BUY! Message Board

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Technology Stocks : BORL: Time to BUY!

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To: Robert Graham who wrote (9283)	3/3/1998 5:59:00 PM
From: Dennis Nicks	Read Replies (2) of 10836

Bob, I think the majority of us here participated in Borland's past by buying product. Yes, Borland made some very big mistakes in the past with releasing crappy products. However, the Borland of today is VERY different. If you would have browsed through the last few quarters of news releases, looked at the quarterly results and statements you would have found that Borland is no longer focusing just on the desktop. They are enterprise bound... This is where the majority of the software $$ are spent. Borland is by no means out of the woods.. They have a sketchy past, which has been haunting the share price for years. The new management is different. My money says they are capable of being competitive (and profitable) in the new enterprise market. That being said, Borland's products continue to win awards. They have chalked up some significant press in the programming literature. Their products ARE better (as you also mention regarding C++ Builder). Borland's products will support the desktop, but it's in enterprise they'll find the the bread and butter. As an investor in a turnaround play, I am concerned with the company's past. The past is not being overlooked....It's reflected in today's share price. Your complaint about the C++ development package is nothing new to us. I think we will all agree it's a bad product.. Even so, the C++ sales are just a tiny fraction of the revenues of the Borland of today... Borland also has licensing agreements with IBM and ORCL to name a few. A majority of ORCL's Java programming technology is based on Borland's. Surely this is a sign of a new paradigm.. Dennis

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