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

To: David Miller who wrote (7298)	11/12/1997 1:01:00 AM
From: David R	Respond to of 10836

RE: Where's the "fit"? The fit is in the services side of the business (i.e. applications and support). The iron may account for 1/2 revenues, but the follow on support and consulting services provide the margins. Having world class app dev tools would only enhance that multi-billion dollar business. Also, I was not suggesting a buyout was in the works. Only that it WOULD or COULD make sense. Let's keep that clear.

To: David Miller who wrote (7298)	11/12/1997 8:50:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 10836

Borland will not get bought out by Oracle. I talked to Del Yocam last week and I brought up that question to him. His responded by saying that he could of bought Borland last year at a cheaper price then it is now. Remember that Del sits on the board of Oracle. He is going to turn this company around by himself and it will take 6-8 more quarters to do that. You will see the stock at 14 within 6-8 months and who knows from there. I reccommmend that you accumulate as many shares as you can now before the stock gets out of hand. Good Luck to you all.