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

To: ED_L who wrote (8409)	1/5/1998 9:46:00 PM
From: David R	Respond to of 10836

While the acquisition news helped two sets of my calls to expire worthless, I still see it as a good move by BORL. THis has nothing to do with OPEN. I will vote my shares YES "Visigenic is playing a key role in creating the foundation on which new, mission-critical applications are being developed -- the open, distributed, object-based architecture for the new global enterprise. Building on its expertise in standards-based distributed object and data access technologies, Visigenic has become a leading supplier of ORB technology to the software industry. Visigenic products include VisiBroker for Java, and VisiBroker for C++ and additional CORBA-based products. Recently, VisiBroker won DBMS Magazine's 1997 Readers'Choice Award for best Object Request Broker. Additionally Visigenic was identified by IDC, an independent market research firm, as the fastest growing object middleware vendor in their ''Middleware: 1997 Worldwide Markets and Trends'' report. Additional information about Visigenic may be obtained via the web at visigenic.com. "

To: ED_L who wrote (8409)	1/5/1998 10:47:00 PM
From: David Miller	Respond to of 10836

It says there to expect a vote in February. It will be interesting to see whether the results will be put back until after the vote, or whether normal timetables will hold. I will stay conservative with a $43m - $45m revenue prediction, but I feel less certain this quarter than last, there are too many conflicting agendas. Del has done everything in his power to dampen expectations, if he does have some revenue recognition decisions to make, I'm sure that this quarter would be when he shoots high rather than low... And the same with profits: clear the decks of the previous accruals, write them back against expenses, and show good eps. The timing of the Visi results will be interesting, too. Last quarter's came out on 22nd October; if the news is good, I'm sure they will attempt to hit this kind of schedule, but I would also think that there would be considerably more people looking over their shoulders at the numbers than just the auditors..... david