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

To: i-node who wrote (6668)	10/21/1997 7:44:00 PM
From: MENSO	Read Replies (3) \| Respond to of 10836

>> Of course, R&D is really what we'd call "Cost of Sales" << Are you sure it is really Cost-of-SALES that you are talking about ?

To: i-node who wrote (6668)	10/21/1997 8:13:00 PM
From: Bipin Prasad	Read Replies (2) \| Respond to of 10836

David, biz.yahoo.com Life is gooood when you are long on BORL lately! regards, BPP

To: i-node who wrote (6668)	10/21/1997 10:02:00 PM
From: Shroder Wertheim (Hijacked)	Read Replies (1) \| Respond to of 10836

Great turnaround at Borland. The tone of the conference call is cautiously optimistic. Of course, Del Y. won't give the projected future revenues and earnings, but he hinted Borland purposely tone-down the expectation. Highlights of the conference call (1) Borland is managing the sequential revenue and earning growth. Growth is sustainable. (2) Expense is expected to be kept at 35M to 36M in the next few quarters. (3) JBuilder and IntraBuilder is strategic. JBuilder is doing extremely well, many retailers sold out in few days and play new orders. But it does not contribute much to the revenue - only 3 weeks shipment, C/S version not yet available, JAVA is still in infancy. (4) C/S, enterprise, intranet are the future. 55% revenue in the quarter. Delphi and C++ Builder are the main source of revenue. (5) InterBase 5.0, Entera early developer, VDB32 prof . and C/S, Delphi Enterprise, JBuilder C/S are scheduled to ship in December quarter. (6) Gross margin is up and expect to go up even more in the coming quarters due to enterprise revenue % increase. Also, PC-Week and InfoWorld give Visual DB 7.0 good review, quote from IW " Visual DB 7.0 should prove a winner for dBase programmers...". Some of people are really lost in the PE ratio game. Borland expects to grow revenue in the 20% range, i.e. 30+M per year with 85% gross margin. What will be the projected P/E for fiscal 98 or fiscal 99. It is very clear to me, Del has big number in his mind but he is playing conservatively to the Street. I see a big big TurnAround stock here and it is still early to get in now (my personal opinion and my stock trading records is good)