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

To: Michael Coley who wrote (7514)	11/18/1997 5:03:00 PM
From: i-node	Respond to of 10836

Michael I'll be buying Borl Jan '00 10s soon. There is little doubt this is an excellent move for the company, and it was not done on a whim. Del bought the company knowing, in detail, how it would integrate the technology into the existing (and developing) Borland product line. While issuing another 12.5 Million shares will be highly dilutive, and earnings clearly will be adversely affected next quarter, Del has maintained from the outset that Borland should not represent a short-term play for its equityholders. Very good news. I look for Borland to get back to 11 quickly; but it may drop a little more first. Suits me if it drops to 8 or so for a few minutes<g>

To: Michael Coley who wrote (7514)	11/18/1997 5:07:00 PM
From: Bipin Prasad	Respond to of 10836

Michael and all, quote.com Look at the volume at closing. As folks understand more about the nature of this acquisition, volume picked up. We'll see more bargain hunters @ openning tomorrow. ps: If it shows blank on your screen, please type borl, click on volume, candle under chart, and reload. Hope it works for you all. regards, BPP

To: Michael Coley who wrote (7514)	11/19/1997 11:21:00 PM
From: David Miller	Read Replies (2) \| Respond to of 10836

the acquisition is a good for BORL stockholders I agree in principle. Strategically, Borland are now placed amongst the serious enterprise development players. It remains to be seen however whether they can execute on a plan that fundamentally changes the company's business model - the management has yet to be tested on a task of that complexity. This thread is dominated by users of Borland technology, giving us an excellent insight into the stuff that has historically given Borland the edge - neat products for developers. However, by moving up market, the focus has shifted from the individual to the corporation, where - even though our technologists may wish this were not so - decisions are made differently. These decisions are what drives the market share gained by such products as Developer 2000, whose many users often have to make excuses for its lack of refinement, and MQSeries, which I have come across as a middleware solution in the most unlikely places. I think that Borland learned a lot from the OPEN acquisition, and that they won't make the same mistakes this time. Few of the managers active in Borland at the time are still there - certainly, none of the Open managers is still there. There are so many spooky parallels, this is the bit I'd watch most closely. I'm not sure what to expect short-term Expect turbulence until the deal is finalised, then more turbulence around the time of the first combined P&L. Long term, hope that Roger Sippl stays around long enough to realise his vision...... the (second) best thing about his appointment is that there is absolutely no chance that Microsoft could lure him away. david