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 8:40:00 PM
From: Bill Tucker	Read Replies (1) of 10836

Middleware valuations. In the table at the conclusion of his white paper on the VSGN merger, Del Yocam lists IONAY & BEAS as the competition. The following may be of interest. IONAY. Various flavors of ORBIX. Price - 28. Shares o/s 19M. Market Cap - 532M. Latest 12 months sales - 48.6M. Price/Sales Ratio - 11X. Wall Street Coverage. 4 Analysts. All Buy. See also negative comments in Rod's # 0345 link. BEAS. Tuxedo - Iceberg pending. Price - 26. Shares o/s 70M. Market Cap - 1,820M. Latest 12 months sales - 157.2M. Price/Sales Ratio - 11.6X. Wall Street Coverage. 8 Analysts. All Buy. Neither company had any significant earnings in 1997. A comparable valuation for BORL would put it over $30. Much of this discrepancy in price is due to lack of coverage, but points up the potential if this should change.

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