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: Mike Harkness who wrote (8283)	12/29/1997 6:13:00 PM
From: david thor	Respond to of 10836

<Hmmm. Looks like a crash from 19 to me.> Mike, It looks like a crash from the $80's, if you go back to when the Kahn ran the company. Point is, it's as futile to look at the past as it is to try to make some old DOS software function properly in Windows 95. Just like any other company, investors are looking ahead and trying to value Borland. One idea that's not been mentioned here, I believe, is the performance of Informix. Looking at where that stock is at, is it unreasonable to think that maybe Borland could even backslide to 5? I would say it would be possible, except that Informix's foundation is the database, whereas Borland is getting more involved with internet technologies. However, a lot of people were caught off-guard with Informix's little earnings "surprises" over the last few months, so the best thing Borland can do to retain credibility is to state earnings conservatively. I and many others love their software, but the last thing a shareholder needs to see is fake earnings. If Borland's doing great business, that's wonderful, but if they are not, I'd rather be told upfront about it so I can decide for myself if their stock is worth holding. At the risk of guessing, I think the VSGN deal plus an overall lack of interest in database companies (which Borland gets lumped in with) is 95% of the reason for the current depressed stock price. There might be some portfolio adjusting going on, but I bet it's not really significant. Regards, Dave