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

To: Carlos Leyva who wrote (7659)	11/22/1997 12:21:00 PM
From: The Tuna	Respond to of 10836

I hope you are right and it is a buying opportunity. Personally, I believe that the cost of integration (financial and otherwise) will cause downward pressure on the stock value for the short term. More dangerously, BORL was just starting to be consistently profitable again, and we can hope that this acquisition won't hurt that. If, however, Yocam and co. manage to have a successful integration, and stop the substantial cash bleeding from VSGN, and provide a better CORBA solution, then I think you are very much right and BORL will thrive in the long term. Again, to me the risks are near term, and it is a bold (well, my original thought was "foolish" :-)) challenge to the company and its management team. Best (to you and Borland)