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To: Frederick Langford who wrote (3004)	7/2/2001 3:09:24 PM
From: jj_	Read Replies (2) \| Respond to of 208838

BORL- more coverage near term- siliconinvestor.com. -BORL-should continue breaking to new highs into earnings 7-19-01;-shares becoming scarce Message 15995147 viwes.com nasdaq.com. nasdaq.com. -6/26/01 Bear Sterns report Strong EARNINGS/GROWTH story. - -Long-Term Growth 25% -leader in 5.5Billion sector-"We consider Borland an inexpensive play on enterprise Java and adoption of next generation distributed application architectures. Borland is a leader in the Java development tools market and is participating in healthy demand for Java application server platforms, a market projected to reach $5.5 billion by 2003." -. Borland has produced six straight quarters of growth – the last four profitable on the operating line. Operating cash flow and margins are steadily expanding. This track record lends credibility to 2001 projections targeting 20% top-line growth and record profitability. -*** Attractive valuation. The market is beginning to recognize improving fundamentals of the “new” Borland. BORL shares trade at 36x 2001 EPS versus a comp group median multiple of 50x. Adjusting for $246 million in net cash, the shares trade at 3.1x enterprise value to revenue versus a comparable multiple of 4.5x -Global-Borland has 150 quota-bearing sales reps calling on Global 2000 customers. The Company also has a strong OEM channel, including 20 leading independent software vendors such as Oracle, i2, and Siebel that embed or resell Borland technology -Red Herring Communications. All Rights Reserved. Far from boring By J.P. Vicente July 2, 2001 Borland Software (Nasdaq: BORL) is a pleasant example of a turnaround success story. The stock surged 37.5 percent to $14.49. Renewed investor enthusiasm was likely due to the fact that the company swung back to profitability in the first quarter, led by strong sales of its Java development software. The stock is up 99 percent in 2001. Borland has revamped its product line and now focuses on selling and servicing middleware that allows clients to deploy Web-based applications. Revenue for the first quarter was up 11 percent from a year ago to $51.7 million. Gross margins were at a hefty 85 percent, vs. 81 percent a year earlier. Borland posted net income of $5.9 million, or 8 cents a share, in the three months ended on March 31. That compares to a loss of $1.1 million, or 2 cents a share, in the same period a year ago, when the company saw the market for its products shrink dramatically. Welcome back, Borland. biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com borland.com borland.com borland.com borland.com borland.com borland.com