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Technology Stocks : BORL... time to short?! -- Ignore unavailable to you. Want to Upgrade?

To: MENSO who wrote (53)	10/22/1997 11:03:00 AM
From: David G.	Read Replies (1) \| Respond to of 56

The MarketSoft analysis is Irrelavent. MarketSoft has a mathimatical formula that heavily bases stock value on earnings estimates. So if earning estimates turn out to be wrong, then you can expect this analysis to be totally bogus. Since BORL has already beat estimates the past two quarters and proved that the estimates that this formula is using are in fact wrong, one should naturally consider this analysis to be bogus, and as such, irrelavent. The key is that their formula does not take into account the fact that earnings estimates were beat (i.e. the estimates are wrong), and does not take into account press releases about products that generate revenue. Their math formula is tainted under these situations. Anyone basing a decision one way or another on this formula for BORL would be doing so based on tainted information.