Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: shane forbes who wrote (6674)	10/21/1997 8:50:00 PM
From: Jack Gibson	Read Replies (2) \| Respond to of 10836

shane: I also listened to the conference call. Your summary is first rate. I got a good feeling from the tone of the call. Yocam was solid but not "exhuberant"; he was optomistic, but cautious. I got the distinct impression that he wanted a solid, measured growth pat- tern, not a roller-coaster ride. He inspired quiet confidence which felt right for his stated objectives.....a good turnaround in 6-8 quarters. I'm staying around for awhile. Luck to all, Jack Gibson ps: Leo, give it up. The 3% should have been 4%. The actual percentage was .388......easily rounded off to 4. You know damned well that you ARE NOT short on BORL. But you are still the best devil"s advocate on this or any other thread......especially because your are so damned likeable. You probably are a really good scout leader. Jack

To: shane forbes who wrote (6674)	10/21/1997 9:00:00 PM
From: Jerry Whlan	Read Replies (2) \| Respond to of 10836

7. 52% US and 48% international (I think these are the right numbers - close enough!) - Dale said this was good considering Europe vacations (this European part sounded a bit flaky to me!) This is believable. Most of Europe takes a month off (I believe it is August) and travels to another part of Europe to vacation. Very little work or business gets done during this time period, it is almost as if the whole continent shuts down. Very "out of the ordinary" from the American perspective.

To: shane forbes who wrote (6674)	10/21/1997 11:28:00 PM
From: MENSO	Read Replies (1) \| Respond to of 10836

>> in 2-3 years down the road << That long, uh ?!... >> The key issue is revenue growth and how will that come about. << I rest my case.

To: shane forbes who wrote (6674)	10/22/1997 12:45:00 AM
From: synchro	Read Replies (1) \| Respond to of 10836

Excellent post, Shane.

To: shane forbes who wrote (6674)	10/22/1997 2:38:00 AM
From: Paul Corbett	Respond to of 10836

thanks for posting the conference call summary

To: shane forbes who wrote (6674)	10/22/1997 4:06:00 AM
From: Jeroen Pluimers	Read Replies (1) \| Respond to of 10836

Shane, 7. 52% US and 48% international (I think these are the right numbers - close enough!) - Dale said this was good considering Europe vacations (this European part sounded a bit flaky to me!) Holiday seasons in Europe are roughly: July/August (summer) December/Januari (christmas/new-year) March (wintersports - not so many people as summer) Good sales quarters in Europe traditionally are: October-December April-June The best sales month mostly is December as companies found out they still have parts of their budgets open for spending. If the don't spend them, their budgets will be downgraded next year, so they HAVE to spend it. jeroen