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


To: David R who wrote (7443)11/18/1997 12:57:00 AM
From: Jerry Whlan  Read Replies (1) | Respond to of 10836
 
If the market holds, I bet they expire in the money!!

I bought a bunch of LOBAB back under 2, so this isn't the most pressing of questions yet with two more years to go, but is it reasonable to let your options expire in the money? I thought you had to sell your options to get any money for them.

BTW, here is a nice java option pricer. I use a volatility of 66% because that's what E*Trade's option pricer's "assumptions" where for Borland.

dailystocks.com



To: David R who wrote (7443)11/18/1997 1:21:00 AM
From: Kashish King  Respond to of 10836
 
Use that dough for another homerun: APLX. These guys are going to have a strong Intranet product for Win95 and WinNT that runs on any NC or UNIX box and dovetails with their realtime business analysis tools, helpdesk, marketing support tools, et cetera. They just get it verus just hyping it. They don't need a java eSuite to be successful, that's going to be the icing on the cake if the across-the-board positive reviews are anything to go by. As I said before, business wants efficacy at a reasonable cost and thin-client will deliver with an effective set of office tools. It can be done. People can get more done in less time with better quality using smaller footprint, lower cost software. Does anybody really think that's too difficult? Companies like Applix have a wealth of experience PLUS 20/20 hindsight gained from watching where Microsoft went wrong, and they did go wrong in this latest crop of bloatware. It got bigger and fatter and harder to manage but what did they really achieve? Take a look at some C++ COM interface code and tell me that bytecode translation is really the problem with Java. It's garbage collection and security combined with few standard optimizations. That's all changing, Java and thin are in. I know there isn't anything I do on a day-to-day basis that I am not going to be able to do with the Applix suite once it is released. I use a couple pre-fab spreadsheets for tracking time; a couple pre-fab Access gizmos for bug tracking; and Word for simple reports. They may even replace my VISIO which I use for capturing my design work.

Summary:

Windows NT will be very strong but it will not be a free ride next year. Office will be in major trouble as thin-suites that are more effective, more efficient, easier to maintain and lower cost will start to seriously erode Microsoft's Office buisness. No tears from me if Microsoft takes a major hit. They let C++ swing in the breeze with the virtually the same lame-ass widgets and GUI tools for over 5 years while they made every effort to catch up with Visual Basic.



To: David R who wrote (7443)11/18/1997 7:41:00 AM
From: Willy  Read Replies (1) | Respond to of 10836
 
Borland has purchased someone? What will this do to us short term?