Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: James Yegerlehner who wrote (7737)	11/26/1997 3:44:00 AM
From: Kashish King	Respond to of 10836

How about this strategy: Borland produces a glowing analysis of the market for CORBA-based products and announces an licensing deal with Visigenic to include their CORBA technology in every enterprise product. Unmoved, the market chooses to ignore the news and BORL opens the next day up a 1/16. Meanwhile, VSGN shareholders are elated and their stock move up 3 full points. Instead, BORL buys the company and the stock skids into the dirt. That's all fine unless and until IBM throttles them again with the introduction of their own commodity Java/C++ ORBs.

To: James Yegerlehner who wrote (7737)	11/26/1997 8:28:00 AM
From: david thor	Read Replies (1) \| Respond to of 10836

James, <If Borland's business should fail to unfold the way we hope it does, I would like to detect it as soon as possible. > I agree. <ATT sold off Lucent, and Lucent's revenues went way up. The reason: the telcos were more disposed to buy equipment from Lucent once Lucent was no longer owned by their competitor. > I work for a telco and I haven't seen that; we've been buying from Nortel, Lucent and DSC, but every telco has been forced into more aggressive purchasing for a number of reasons. I certainly agree with you that VSGN has no monopoly on CORBA. They do have an impressive client list; perhaps the nature of that list could provide the "early warning signal" you refer to. Regards, Dave