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Technology Stocks : BORL: Time to BUY!

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To: Steve C. who wrote (10530)	5/14/1998 10:35:00 PM
From: shane forbes	Read Replies (3) of 10836

Steve: Thanks a bunch! I listened and got some nice nuggets of information. Here's some (all my paraphrasing - with more of my stuff in ()) ------ Financial: - 3 anlaysts covering now expect 6 at end of quarter - a marked pickup in interest in the last 3 months (looks like Del's wanting more coverage has worked - of course VSGN merger helped here!) - Expects GM to be at least 80% going forward. With Services GM drops (as is usually the case). - Does not care about what %ge of revenue growth comes internally as opposed to thru acquisitions. (CAGR must be 40+% next 3 years) - Acquisitions will be funded by pooling - preferred method - since customers want to see financial strength and nothing better for financial strength than cash and lots of cash - IONA/BEA good comparison group for stocks - FRTE too proprietary. - KEY: Deployment revenue means the revenue streams can last for years. (this bodes well for the future - again the key is can Inprise sign up customers - if they can we are likely golden well into the future) ------ Why VSGN merger (first question)? - "meat on bones" - support for CORBA - sees "inflexion" point in market - oodles of customer interest - linkage CORBA and JAVA ------ Technical: What is special about Inprise's AppServer? - no good answer given? other than Java on CORBA??? Benefit over IONA? - VSGN ORB offers greater performance - ITS coming in summer (not sure if IONA involved here) Linux Interbase? - several thousands of downloads in first few days almost blew servers! - had to mirror - using this as a test to see interest "MSFT Java" version? - already strong 100% Java supporter. MSFT approached Inprise about supporting Windows extensions to Java - no decision from Inprise yet. - I think at that point Del mentioned that they will do what their customers want (after all Windows dev. tools & MSFT connection really strong!) VB to Delphi migration tool? - (not sure of answer - I think it was said 80% could be migrated and then pain to do rest?) Better Documentation? - high priority dBase? - evaluating future versions (depends on customer interest etc.) IntraBuilder? - "folded" into AppServer --- more later --- Shane.

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