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Technology Stocks : BORL: Time to BUY! -- Ignore unavailable to you. Want to Upgrade?

To: TimF who wrote (10811)	3/15/2002 3:13:39 PM
From: Hans-Erik Eriksson	Respond to of 10836

Today's drop is of course to the Oracle statement. I think the market is seriously miscalculating on the impact Borland products is having right now, especially the Java products. They are gaining market share every day, based on superior technology and quality. It's obvious that they have managed to maintain and attract very professional people in their development organization (which is what this company is all about). The challenge for Borland now is reaching to the "high-end" market i.e application servers and products beyond the IDE. This could be done by a high degree of integration with their development environments, but also by creating partnerships in a higher degree than what has happened in history (e.g. how about looking about MX from MACR - key issue!). They have moved into collaboration with Rational about UML, which is excellent. Sorry, some notes about the business not about the stock. Maybe the business might affect the stock somewhere in the future... :-). /Hans-Erik

To: TimF who wrote (10811)	3/15/2002 6:49:27 PM
From: i-node	Read Replies (1) \| Respond to of 10836

So is that annocement the reason for the 10% drop today? There was some insider trade data released today that looked ugly. I'm guessing that's the reason. I've been in BORL a long, long time -- but next chance I get I may get out for good. It is a great company with a great future, but the stock just doesn't ever seem to perform. Every time I think I'm about to make money on it something happens. I was lucky enough to sell some the last time it ran up a little. All that said, I still wouldn't use any other tools. While BCB (which is principally what I work in) has a few problems, for what I need to do it just blows the doors off the competition.