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

To: Bruce W. Shier who wrote (7491)	11/18/1997 2:36:00 PM
From: Elliot W	Read Replies (1) \| Respond to of 10836

It really hurts in the short run, I'm getting killed on my option positions. And if your looking at the past two or three months - yeah, the deal sucks! Look longer term and at the share price over the last year - you'll see that VSGN's average price was higher than Borlands. With the nice fit of the two companies, if I had any margin left I would be buying more BORL right now. Elliot

To: Bruce W. Shier who wrote (7491)	11/18/1997 3:24:00 PM
From: David R	Read Replies (1) \| Respond to of 10836

I disagree. From a technical point, buying a leading CORBA tools company makes sense. BORL is moving to the open, enterprise tools arena. A high margin business with tremendous growth opportunity. Visigenic will be incorporated into Delphi, C++B, and JBuilder. THis is very good news for BORL, especially in getting them into IS. In the long run, this is excellent. Looks like my Nov 12.5's are going down worthless, however.

To: Bruce W. Shier who wrote (7491)	11/18/1997 3:27:00 PM
From: Mark Bracey	Read Replies (2) \| Respond to of 10836

I agree. We don't need VSGN at this point. But if it is true that VSGN is the leading supplier of CORBA related tools, and if their product is being licensed by quite a few players (read BORL competitors) then wouldn't this put BORL in the drivers seat. For those competitors that don't want to be reliant on BORL, won't they have to find a competitive product or develop it themselves. And as CORBA becomes more widespread, the licensing revenue should greatly increase. And if these competitors are using VSGN, won't this give BORL insight into every CORBA install out there?