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

To: David Miller who wrote (7683)	11/23/1997 5:41:00 PM
From: David R	Read Replies (2) \| Respond to of 10836

RE: I think the market is right to take a step back I think that it is too early to determine just exactly how the market will digest this news. Given that BORL was at a 16 month high, it is not unreasonable to expect a slight retreat with the news.

To: David Miller who wrote (7683)	1/2/1998 8:24:00 PM
From: George Lazar	Read Replies (2) \| Respond to of 10836

David, you wrote "there is far more to an acquisition than a great strategy, technical smarts and good intentions..." What ??? It is not magic. BORL - did not buy a product from OPEN, because there was no product - did not buy market share, because OPEN had no customers - did not buy good people, because they disappeared.. - did not get cash (whatever left from venture capital) because OPEN vas looted. The OPEN deal was one of the most amazing "highway robberies" I've seen in the software industry. Your comment that paid price is unrelated to internal calculations of earnings dilution... is scary to say the least. Although looking at the IFMX Illustra deal you are probably right...