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


To: Neil Booth who wrote (8443)1/8/1998 10:24:00 AM
From: Bipin Prasad  Respond to of 10836
 
Neil,

Interesting.... BORL is now trading at no premium over the VSGN
conversion ratio.

Looks like we're headed for 6.

I remember someone on this thread saying they'd pay nothing for puts at
10! <g>


Folks are too scared of BORL's earnings. On top of that, we have to
deal with VSGN's earnings. Uncertainty creats fear. Chaos brings
opportunity! Market is always right.

regards,

BPP



To: Neil Booth who wrote (8443)1/8/1998 11:18:00 AM
From: Kashish King  Respond to of 10836
 
There's no premium on BORL because it's a virtual certainty that the deal will go through now and that's being reflected in both stocks. So as it turns out, the VSGN people get little or nothing and BORL gets pounded after being royaly hammered and beat to the ground. As yet, we have not been kicked and spit upon but, as you point out, that can't be ruled out. Having said that, I've been given a second chance to cash in on BORL and if anything I will be buying a bunch more. Course'n anyone who bought in the $7s ought nought complain.



To: Neil Booth who wrote (8443)1/8/1998 4:14:00 PM
From: Paul Corbett  Read Replies (2) | Respond to of 10836
 
well who can pick this market? BORL at 7 ORCL at 20 INTC at 70 and DOW struggling to hold 7800.

No signs whatsoever of "the January effect" when funds managers are reputed to get back fom their holidays and supposed to invest all their cash. No signs of the December tax loss sellers re emerging either.

Is the market moving into a new dynamic? Or is it simply overpriced and coming back to traditional PE's?