BORL: Time to BUY! Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ghassan I. Ghandour who wrote (978)	11/27/1996 10:30:00 AM
From: Joseph levi	of 10836

I am touched by your sentiments (you too Bipin). My reasons for seeling was as follows: Borland was dumped by Netscape in favor of Symantec; the brain drain from Borland; the inevitable money drain from the OPEN deal; and the fact that virtually no sw companies succeed when MSFT operates in their market space. SW companies are giving away product to grab market share. This strategy can only work for a company with deep pockets - which Borland does not have. Borland has refused to be taken over in order to effectively compete in such a market. The fact that Borland got a CEO - which all expected would happen -- does not fundamentally change my view of Borland or any other software company. I think its naive to think that the mere announcement of a CEO will drive the stock to $20. Borland must earn profits - a task that will be quite difficult in the sw arena in which it operates. Sure I would have liked to be in it to make up some of my losses in Borland. However, I made my decison based on the above factors and I have to live with its consequences - for better or worse.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next