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

To: Kashish King who wrote (8440)	1/8/1998 6:09:00 AM
From: Scott Pedigo	Read Replies (1) \| Respond to of 10836

I'll try to keep the length of my posts down, or else move such general discussion to a more appropriate thread, in the future. Do you have some information or some guesses about the number of tools Borland might expect to sell, i.e. the number of IBM AS/400 customers or others who are using Oracle and who could reasonably be expected to buy the product or upgrade?

To: Kashish King who wrote (8440)	1/8/1998 11:18:00 AM
From: david thor	Read Replies (1) \| Respond to of 10836

<As much as I love to hate Borland, they have taken precisely the right turns lately and I have every confidence they will be a big player in the enterprise tools market. > There was a guy from briefing.com on CNN last night (after the Detroit auto show special) who thought highly of Oracle and rather poorly of Sybase. He's just concerned about the whole database sector underperforming for the next 3-6 months (it might have been 6-8 months, I don't remember). Borland's moved away from that database image and I feel that they have better focus now than, say, Sybase. The problem is less one of Borland's than it is one of the overall market and probably the database software sector (even if Borland probably shouldn't be considered in the same way that Sybase or Oracle are). Regards, Dave