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

To: David R who wrote (7597)	11/20/1997 2:24:00 AM
From: Kashish King	Respond to of 10836

The employee situation will be glowing white hot as a result of this Visigenic merger and the focus on Java. Developers can start writing portable code in Java that can be used by C++, C or any language you care to name -- yes, even COBOL. Define a class that extends CORBA.Object and you are done. Since COM only recently embraced the notion of independent objects and since they don't have and never will have inheritence, it's not surprising that their non-portable answer to this is only going into alpha next spring. The only problem I see is the projection of 500 million in revenues taking three years. What are the earnings likely to be? Does that mean BORL is grossly overpriced at this early stage?

To: David R who wrote (7597)	11/20/1997 6:09:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 10836

David R - thank you for the news. Your point about the employee situation stabilizing reminded me of something: Maybe in the Visigenic buyout in addition to the actual product itself what BORL got was a whole lot of proven "brainpower" to perhaps make up for some of the "employee brainpower" they lost to MSFT a few months ago. Quantifying this is another matter of course. (Some say MSFT has a "brainpower" premium in its stock value. Brains Now = Profits down the road!) Of course now that I think about I wonder how BORL is treating Visigenic options? Might be another expensive hidden cost. Presumably they'll have to issue BORL options. 500 million is good enough for me. Might be a tall order. But hey why not aim high!