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

To: Bill Tucker who wrote (8081)	12/17/1997 10:39:00 PM
From: David Miller	Read Replies (1) \| Respond to of 10836

I think he was refering to likely '97 results Nice construction, Bill: "I like the way you think"! Much of your analysis is built around the assumption that Del Yocam's quote of 47% is the y/e figure. I'd be a little suspicious of this, if only because i) it is too close to the Q1 figure not to be a mis-remember, ii) it is a little too precise to be a year-end estimate and iii) it was given during an interview. Also you have attributed to me an estimate that non-C/S product revenue increases a massive 37%: if I had to bet, I'd say the mix will be much as before. I'm sticking with $43m; on a good day you could get me to raise it a mill. or so, but not to the dizzy heights you describe. david