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Technology Stocks : BORL: Time to BUY!
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To: MENSO who wrote (2170)3/7/1997 4:25:00 PM
From: Mark Bracey   of 10836
 
Leo,

One of the reasons I like Borland is that I think I understand their products and where they stand as well as their potential in the market. If their products take off like most of us think, they will again become a major player in the development tools market.

I remember looking at CNTR tools years ago and when they were Gupta and I wasn't impressed. I went to Centura's web page and with my limited understanding of what it is they are trying to accomplish, I believe they, at best, will earn a very small percentage of the market. Perhaps this is why BORL, which is losing money and CNTR which is profitable, is still priced almost twice that of CNTR.

Since you seem to know the products and hopefully the market they are in, you can tell us their potential and who their competitors are. I looked up their profile on Yahoo and only one analyst is making a recommendation. Please let us (me) know what the big upside is.

Mark
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