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

To: David R who wrote (8700)	1/22/1998 10:41:00 PM
From: David Miller	Read Replies (1) \| Respond to of 10836

"On the other hand, why would anyone want to buy the company when the product is inexpensively available?" This quote is from the same article. There is no doubt at all that Borland's stands to benefit as a company from the Visigenic acquisition. Technology, talent, all great stuff. But ultimately they will succeed or fail in the transformation of all this raw material into revenue. ....and a sales and support staff that have good enterprise knowledge Even with the rosiest of coloured glasses, Visi's enterprise experience is as limited as Borland's. This ORB-driven component development stuff is still very new. There is going to be massive supplier-churn within large corporates over the next two years at least, so having xyz as a flagship customer in January 1998 means very little on its own. As an exercise to test the above, check out customer overlap between Iona and Visigenic (Motorola was one that caught my eye in the Visi results, for example). Then have a look and see how many also appear on the customer list of companies such as Forte. Technology, talent, vision. Each is a necessary but insufficient condition for success. The devil is, as usual, in the deatil. david p.s. Hi Maurene! How's all the Mickeys?