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

To: Bipin Prasad who wrote (8570)	1/16/1998 12:24:00 PM
From: David R	Read Replies (1) \| Respond to of 10836

RE: Within a two year time horizon, ORBs will be a commodity You make it sound as if everybody will be selling ORBS. The two major players are VSGN and IONA. There is a lot of money to be made providing in the world with ORBS. Even if they do reach commodity status (Windows is a commodity as well). Every Enterprise application that sells will carry an ORB license. Even at $10-15, that could be a lot of licenses. Also, do not forget that BORL gets Roger Sippl as Chief Technology Officer, and some strong talent in the enterprise area. With options near $6 the VSGN engineers and salesforce get near startup opportunity with a strong company.