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 (9355)	3/8/1998 7:46:00 PM
From: Bipin Prasad	Read Replies (2) of 10836

shane, 1. This is about ORCL, but the following statement about ERP caught my attention.: ....... It was, however, the slump in sales of Oracle's enterprise-resource planning (ERP) applications that unnerved the market more. Applications may today account for only 20% of Oracle's revenues, but they are vital to its future. The ERP market is booming. Last year the four leading ERP companies-SAP (which dominates with 61% of the market), Oracle (15%), Baan and PeopleSoft (both 12%)-saw their sales grow by 50% and there is little sign of the pace easing. Vacating its number-two spot is something Oracle can ill afford. ...... Full text : economist.com ...... 2. I think it will be awhile before the institutional interest in BORL perks up. This stock should be viewed as a long term investment or gamble depending on one's outlook and tolerance of risk. My guess is the new coverage will come to the party a day too late and several dollars too short. As of 03/06/98, Institutional ownership (3 months) is 47.85 % out of 38.34 mil outstanding shares. Once BORL stays over $10, BORL'll get more attention from institutions because it'll be marginable. It's very important to stay marginable for some investors. 3. SHORT INTEREST: Current Month (Mil) 3.70 Previous Month (Mil) 4.27 Short Interest Ratio (Days) 7.41 regards, BPP(Bipin's partner)

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