BORL: Time to BUY! Message Board

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Technology Stocks : BORL: Time to BUY!

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To: Bipin Prasad who wrote (10087)	4/22/1998 2:27:00 PM
From: shane forbes	Read Replies (3) of 10836

BPP: RE: I dare to say BORL'll close higher today In as much as I am a BORL bull I'm sorry BPP but based on what I heard and what I have seen BORL has hit one of those speed-bumps that I have seen companies that do acquisitions frequently hit. The lack of forward looking visibility re: Japan is a problem (but then again how can Del predict how another economy is going to recover?). However if the problem in Japan was mainly retail sales and BORL is moving to enterprise sales then one might argue that with the new Japanese budgets we might get some pent-up Japanese enterprise spending this q. There is a gittery silver lining in all this. That is lowered expectations next q and perhaps later! So we can start the cycle all over again and BORL once again begins to beat expectations. I'm not surprised that they came in at 3 c - that is about what I expected - and I don't blame the Japanese problems on them at all - all I need to know is why the estimates were set at 4 or 5 c? This is 2 to 2.5 million in earnings. Last q they had 2.4 mil in earnings. Just tough for me to envision this kind of "strength" in earnings in the same q as the one when the company is absorbing a "big" acquisition. Shane.

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