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

To: ED_L who wrote (8714)	1/23/1998 3:37:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 10836

Yes absolutely. The Year 2000 thing is very real. And it will steal resources from spending elsewhere. Saw a big write up in one of the trade magazines. Issue however is that BORL is starting from a really low point. Plus BORL's new products. So theoretically they will not be as negatively affected. Also one of the things I have seen is that some companies would/could use things like Delphi to recode/develop front ends for legacy products and hence kill 2 birds with one stone. Will just have to see whether the reduced spending can be offset by gains elsewhere.

To: ED_L who wrote (8714)	1/23/1998 3:37:00 PM
From: Scott Pedigo	Read Replies (1) \| Respond to of 10836

... so many companies have got their MIS staff working on the year 2000 problem and don't have time/budget/people for new enterprise applications. This would affect BORL as well. A solution to a suspect legacy application might be to replace it, rather than try to fix it, in which case the effect would be positive. Assuming of course that all these new Builder tools really do make it easy to whip that application out.

To: ED_L who wrote (8714)	1/23/1998 4:41:00 PM
From: Dennis Nicks	Respond to of 10836

Forte said to have problems too: From Briefing.com Forte Software (FRTE) 5 1/8 -1/4: --UPDATE-- Hambrecht & Quist cuts earnings estimates for client/server applications software company due to uncertainty in the application development tools market and continuing operating losses; widens 1998 EPS loss from $0.75 to $0.85 a share and its 1999 loss estimate from $0.60 to $0.77 a share..... Anyone know what they mean by "uncertainty"? How much of the problem is Forte's and how much of it is the industry's? Also, somebody mentioned (Shane?) the Y2K resource drain problem and possible earnings growth due to reprogramming. That was also mentioned in Forte's quarterly report: -- Seize the opportunity presented by the Year 2000 problem. "We believe a good portion of Year 2000-vulnerable applications will need to be rewritten rather than fixed, and Forte's proven strengths in developer productivity, integration, and rapid deployment are a natural fit," noted David Taber, the Company's senior vice president, marketing. Dennis