SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : BORL: Time to BUY!
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: David Miller who wrote (10110)4/22/1998 10:35:00 PM
From: i-node  Read Replies (1) of 10836
 
It is the question how quickly and securely the company can change its entire marketing direction and sales focus, without the wheels falling off. Marketing strategy - unlike financial strategy - is not an area that this management has proven itself yet.

These guys were doing fine bringing the company back around until the VSGN deal. But I think they miscued bigtime, at the cost of diluting the hell out of the prior ownership. But with the poor revenue numbers from last qtr I'm having a difficult time seeing how they'll pull it out in the projected time frame. I think easily you're looking at an addition 12-18 months -- that's if they don't screw up again. The technology is excellent and solid. But I think it is going to take a long time to turn it into profits; the market has shown it is unwilling to buy Borland on a promise of [way] future profits....
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News