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

To: Key West who wrote (8565)	1/15/1998 9:44:00 PM
From: Bipin Prasad	Respond to of 10836

gene, Anyone willing to give it a try? Rod, Bipin, David?? Sorry, Bipin is out of town on business today. regards, BPP(Bipin's partner)

To: Key West who wrote (8565)	1/15/1998 10:29:00 PM
From: Kashish King	Respond to of 10836

This could be the mean version of the January effect as outlined in last week's Barron's: where large caps go down and small caps go down even more! A few people have made the comment that one should not have made an investment if they weren't willing to ride it down to $6. Some consolation to those who actually get to test that will -- as this stock seems hell-bent on doing. Can you say long-term investment? We better start practicing

To: Key West who wrote (8565)	1/16/1998 6:50:00 AM
From: Ghassan I. Ghandour	Respond to of 10836

Never mind what the market is telling you about BORL. Why did you buy BORL in the first place? Has anything changed fundamentally to the worst at the company, recently? Yes, the decision to acquire a small company (Visigenic) which, short time, will dilute the stock like the purchase of OTC did last year. I happend to believe it is a good move by Borland, but the market seems to believe it is not necessarely so. In case of uncertainty, the market is ruthless (and stupid at that). The market has however reduced the price of BORL as though the acquisition is money thrown entirely away. It is not factoring in any asset that Visigenic brings with it to the table. Exactly the same happened after the announcement to acquire OPEN. Another factor was the release of JBuilder. That is a case of Buy on Rumor, Sell on News. The same happened after the release of the first version of Delphi. The stock is bid up in anticipation, then down it goes after the fact. If you were a short term player (or momentum player) that is when you should have bailed out. When BORL resumes its upward trend (when market condition permits) it is going to be much more solid, unless it does so on a BORL buyout rumor such as by IBM or ORCL. Again, if you are a short time player, that is when you would bail out (and miss the actual happenind if true). As for me, I was planning to bail out had BORL hit 20. Now I am going to be in for ever (whatever this means in the stock market). Under Del (for now at least) leadership, this company is going to take its place under the sun, slowly but surely, among the big names such as DELL, MICROSOFT, etc... I bought in substantially when BORL was at 5. I am buying more at the present prices. I will be holding BORL when it becomes over 50 in the long, but not so long, future. Just keep in mind that the fundamentals are as good as has been since Del took charge, and the ones selling the stock today are the market loosers (witness the low volume on decline versus the very large volume of over a million shares on the uprise.) Ghassan.

To: Key West who wrote (8565)	1/16/1998 7:50:00 AM
From: Bipin Prasad	Read Replies (1) \| Respond to of 10836

Gene, I cannot see how buying VSGN adds value to Borland. (especially at the price they are paying). Within a two year time horizon, ORBs will be a commodity. If VSGN backs off the deal then it will be just fine. If Borland can back off the deal, we will benefit as shareholders. The only positive I can see from this purchase is addition of talented employees to Borland. But then it is a steep price to pay when that is not guaranteed (i.e. the talented guys may leave since they are not direct beneficiaries of this merger). I am still long on Borland, because they seem to have their ducks in order from a product point of view. Jbuilder is excellent (the best) product. I use it every day for my clients. Bipin

To: Key West who wrote (8565)	1/16/1998 9:52:00 AM
From: Lewis Edinburg	Read Replies (2) \| Respond to of 10836

can anyone out there tell me what it is that the market is apparently telling us about Borland? I have a theory I'd like to toss out. I know that it will get pounced upon. I think it is possible that the erosion in Borland's stock price may be due, at least in part, to people who are positive about the company and are trying to pick up additional stock at bargain prices. The intraday chart seems to indicate that to me. It seems just like when I was picking up some more stock and trying to get it a the lowest price but still be sure I got some. I watched the dips and put in limit orders to buy stock. If a lot of people were doing the same and when the price dipped there were a bunch of buy orders then maybe what's happening is the people who are not that positive about the future of the stock price are getting out and those who "believe" are adding to their portfolios. What does evryone think? Is this a rational explanation for the erosion we are seeing? Note that I call it an erosion rather than a "slide". I didn't want to encourage anyone to get on a soapbox about any "infamous Borland Backslides".