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

To: Sam Scrutchins who wrote (8702)	1/23/1998 10:23:00 AM
From: Scott Pedigo	Read Replies (2) \| Respond to of 10836

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. Well, how about a small pop like a bubble (of hope) bursting. Judging by the open, the 'Street wasn't happy enough with the increased VSGN revenue to offset the misgivings over the still negative earnings. Some companies just seem to have no luck with acquisitions. Like Novell for example: they bought Digital Research - last we ever saw of DR-DOS. Then they bought Unix from AT&T - result zero, no new Unix for PC to challenge MS. Then WordPerfect - almost killed a good product (saved by sale at great loss to Corel). Is Borland under same curse? Took over Ashton-Tate, big floundering whale almost swamped canoe. Bought PharLap I think - just in time for demise of DOS-extender. Remember TurboBasic, TurboProlog? Products acquired - I think - (not developed in house) later dumped, never heard from again. (Someone was dumb enough to buy them?) OK, old pre-Del history, but can he escaped this fate? WS seems unsure. We need Darth Yocam to finger the analysts' collars and mutter "I am disturbed by your lack of faith...".