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

To: David R who wrote (8690)	1/23/1998 1:15:00 AM
From: Sam Scrutchins	Read Replies (1) \| Respond to of 10836

[Re: Borland earnings] I thought Tuesday, the 20th. At this point, I am not sure. FWIW, my new guess is now the 27th (next Tuesday). I had thought that Borland and Visigenic would both present earnings on the same day, but I was obviously wrong. I still expect Borland to maintain its Tuesday after the market time for earnings presentation. That leaves next Tuesday as the last Tuesday in the month. Also, anyone care to speculate on the effect of the Visigenic report on Borland tomorrow? My guess (assuming a neutral background market) is about a 1/4 to 3/8 pop. VSGN had not bled 'all' of its cash, and the revenue report shows the company is successfully focusing on the enterprise market. That's got to be worth a little something. In addition, there have got to be economies of scale associated with the takeover that should improve VSGN's contribution to the bottom line. Sam