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Technology Stocks : BORL: Time to BUY!
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To: John D. White who wrote (10330)4/29/1998 11:10:00 PM
From: David Miller  Read Replies (1) of 10836
 
>>The news was clearly mis-understood<<

The problem, I think, is the lack of "news". Borland's strategy is one that has been articulated by so many others already that it is almost an anthem, and Borland has failed to provide a fresh approach or any new insight. Where is the "sustaining competitive advantage", as H&Q would ask?

On the whole it is difficult to avoid a measure of disappointment that the most newsworthy announcement was the name change. From the pre-publicity, we were led to expect more than just an application of cosmetics.

david
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