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Technology Stocks : BORL: Time to BUY!
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To: shane forbes who wrote (10108)4/22/1998 8:08:00 PM
From: Mark Bracey  Read Replies (2) of 10836
 
In a quarter where they (and everyone else) knew they were going to have a loss due to the acquisition, and with the economy down in Japan, it seems odd they were still able to beat the estimates by the same 1 penny they have in the past. Where the VSGN number accounted for 9M, a 2M increase over last quarter, the coincidence that BORL's numbers would add to that 1 penny is hard to believe.

I think Del gambled and lost. I believe he thought that by showing the increase in the VSGN numbers, he would show that the acquisition was not a mistake. And Japan is a popular excuse these days so he felt the market would understand.

And what did he have to lose, they were going to have a loss no matter what he did, so why waste it. And anyway, he still has 9 months before all his options come to fruition.
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