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

To: Hans who wrote (7524)	11/18/1997 8:40:00 PM
From: Sam Scrutchins	Read Replies (1) \| Respond to of 10836

Hans, its bad timing to a lot of us, regardless of our options positions. To all, My simple questions: While Borland is clearly going to benefit from the takeover, is VSGN really worth $140 million (+/-) to Borland? If so, why? Someone good at this please do the math and respond. The merger seems like a good fit, given my digestion of all that I have read about it today. I'm not arguing with the merger, just the price, especially VSGN's contribution to the revenue stream. I'm also wondering if there was some sort of bidding war going on. Given all that I have read, VSGN seems like a company having a tough time making it on its own, although it has good technology and has lined up some good contracts. It seems that Borland could have waited awhile and got the company cheaper, unless other players were in the game. Any thoughts? Sam