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Technology Stocks : BORL: Time to SELL !

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To: seth thomas who wrote (6)10/30/1996 8:08:00 AM
From: M. Friedman   of 20
 
Did I say 10? I think I said "<10" :-)

I think you guys look too much on the "book value". In the real life acquisitions, the immaterial assets like trademarks, patents, brainforce are also priced.

After all, Borland is not (yet) another "cement factory" and we should not valuate it as a such.

Ps. Message to "Dan Guillotine": You bit the wrong guy. I have *never* posted anything to SUNW discussions...
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