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

To: Linda Kaplan who wrote (7640)	11/21/1997 12:06:00 PM
From: Jack Gibson	Respond to of 10836

Linda: I'm sure Neil will give you an answer (probably a better one than mine), but here is my 2 cents. Its hard to figure the value of VSGN. If you look at numbers alone, the deal looks awful. They have lost big bucks for such a small company ....for two years in as row. Around 30 mil I think. But I dont think Yocam was concerned about that. He was buying technology.....very good technology( apparently.....this thread seems to think so), a VERY strong customer/ partnership base, and an acknowledged brain (Sippl). How do you compute a value of these kinds of assets? I dont know, but I do know that the entire computer industry regards "brainpower" as their strongest asset........an asset that doesn't show up on a balance sheet. A strong customer base is damned important. And opening up a new area of business(which, evidently, this acquisition does) is of inestimable value. So, who knows? I think you have to dance with what brung you.....and that is Del Yocam. I think the most im- portant question is: HOW LONG WILL IT TAKE TO ASSIMILATE ALL OF THESE ASSETS, AND TURN THEM INTO BOTTOM LINE RESULTS? My guess is about 3 quarters, maybe 4. I just hope the stock price can regain a little momentum during the near term. Sure would like to convert my 99 15's into 00 15's. Cheers and luck to all, Jack Gibson