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

To: Paul Corbett who wrote (8585)	1/17/1998 5:50:00 PM
From: Key West	Respond to of 10836

Paul, I would want to believe your analysis, but I fear it may not be as easy as that. When I had my head handed to me in the first half of 1997 in another situation, it felt a lot like it feels now. A stock tanking, a confused thread, a management blaming the slide on " bad markets" or whatever flavor of the day, and a desperate sense of hope on behalf of all shareholders. If I have learned just one lesson, it is that the market is usually right, at least far more often than we are. This slide and its extent should not have happened given the massive accumulation I documented here in a previous thread. I would be most anxious to see latest 13F to determine if there's been any selling by these institutions. Borland has been one of the biggest money losers for me and my clients since 1991, and I am getting restless. Who knows, maybe that's a sure sign that it's time to buy. I sincerely hope I am wrong about this.... Gene

To: Paul Corbett who wrote (8585)	1/18/1998 1:48:00 PM
From: Shroder Wertheim (Hijacked)	Read Replies (1) \| Respond to of 10836

restructuring charge will never affect the stock price, CSCO grows by merge and acquistion. In general, managing acquisition is hard, there are many examples of failures. Still, I think Borland stock is way too low for its value and be a profitable company, I also believe VSGN's people, products and Del's ability will make the transition smooth. It helps San Mateo and Scott Valley is not too far apart. As far as ORB is commodity, I can give you BEAS as example, BEAS market cap is 1.2B, you can argue TP Monitor is a commondity too. But since everyone is using it, it becomes more or less a standard. VSGN ORB has the same potential, do U think ? I think whoever has the guts to buy low and hold up to six months will have a great year on Borl. Besides, the past two months, small cap stocks have not done well. But when everybody fears, it is the time to buy.