Mark: You wrote "perhaps this is why BORL, which is losing money and
CNTR which is profitable, is still priced almost twice that of CNTR".
IMHO you are simply pointing out the obvious Mark, which reflects only their past-to-present financial situations, and has little if anything to do with future performance. Do you honestly expect it to linger at ~$8+ much longer considering that the only significant thing that has happened since it was trading at ~$6+ is that a plan was prepared and published.
Please read the post you replied too again. My point seems to come across quite clearly so it is possible that you missed it.
I was not bashing BORL, but mereley stating that I prefer to invest in companies that will give me the highest return possible in the shortest time possible. And to that extent, at the current share price levels CNTR has much more percentage-gain potential for 1997 now that it has already been turned-around, than BORL which simply announced a plan for turning around. Get it?!....
IMHO Borland has not yet seen the bottom. I am not in disagreement that the company also has good long-term potential. If that is your investment style - great! But if you are interested in maximizing your returns, then IMHO you also need to look at gain-potential. And since we won't know for quite some time whether Borland is in fact turning around or just announcing its plan for doing so, then you may all want to considering investing in CNTR.
By the way, if you look at a 52-week chart of CNTR you will notice that it also gained temporarily after its own restructuring plan was announced in early 1996. But it was not long before the stock started heading south again until it hit an all-time tax-related low of $2 5/8 on December 31, 1996. Will Borland do the same? Who knows?! But it could easily happen in my opinion.
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