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

To: MENSO who wrote (6687)	10/22/1997 2:26:00 AM
From: shane forbes	Respond to of 10836

Counting 6-8 quarters from Feb'97 to complete the turnaround and then another 4 quarters or so of post-turnaround operations gives you 2-3 years. Since expectations are low from the investment community this is a good time to keep accumulating. When in 2-3 years the share price is 3-4 times today's level (or more if we are lucky), looking back 2-3 years would look not "that long"... BORL can't be restored by someone turning on a switch, in fact, the CEO wants the slow and steady and consistent approach. Besides we have the best of both worlds - +ve news now and building a foundation for the future - the company is reinventing itself and changing its basic business model. Won't happen overnight. Re: the revenue growth - that of course is the big bugaboo. Assuming Delphi and C++ are responsible for say 90% of the revenue, if JBuilder continues to be this hot for the immediate future if JBuilder even does half as well as Delphi or C++, we have 23% revenue growth assuming everything else remains flat. Since they have a sizeable pipeline of products most or all of which are getting good reviews and many of which are selling well and they continue to come up with reqular updates to products and focus on the corporate market I think the revenue issue is a non-issue for the next few q's. Of course time will tell...