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

To: Delbert W. Yocam who wrote (9099)	2/12/1998 7:04:00 PM
From: Sal Comunale	Read Replies (1) \| Respond to of 10836

The enterprise arena is now for the taking with Forte on the ropes.. A timely "open" high-end acquisition will put Borland over the top. The question is about favorites... Your almost there!!! Keep up the good work!!

To: Delbert W. Yocam who wrote (9099)	2/13/1998 7:57:00 AM
From: Bipin Prasad	Read Replies (1) \| Respond to of 10836

Del, These are from today's wsj: 1. ...... Bonds rose in early trading even as a drop in Asian markets, especially Indonesia, depressed stock prices. But both bonds and stocks reversed course early in the afternoon on what traders said was positive response to testimony by Federal Reserve Chairman Alan Greenspan on Asia and a burst of computer-guided program buying. The fact that stocks spiked higher and bonds spiked lower almost simultaneously indicated one or more big investors may have been executing a so-called tactical asset-allocation shift. "There is a lot of cash around, so these little sell-offs create buying opportunities and they go after them," says Tim Grazioso, manager of Nasdaq trading at Cantor Fitzgerald. ...... 2. Another sign for "a lot of cash around to push little sell-offs creat buying opprtunities." Mutual Funds Investors Are Shoveling Cash Into Stock Mutual-Funds By PUI-WING TAM Staff Reporter of THE WALL STREET JOURNAL ...... "The numbers are pretty dramatic," says Greg Gable, a spokesman for discount broker Charles Schwab Corp. "It must be El Nino, because the floodgates have opened up." So far this month, $604 million has poured into San Francisco-based Schwab's U.S. stock funds, up from the $428 million that went in during the same period in January. The increased stock-fund cash flow so far in February comes after an apparent pickup in sales last month. An estimated $18.5 billion in net new money flowed into stock funds in January, according to the latest estimates released Thursday by the Investment Company Institute, a trade group, up from the actual $16.8 billion that was collected in December. ...... Several fund analysts are worried that the continued cash cascade into stock funds -- and the apparent slackening of interest in bond funds and other conservative investments -- reflect an imprudence on the part of many investors. Investors who keep pouring money into stock funds are likely to become increasingly overexposed and vulnerable to stock-market gyrations, they note. And given how long the bull run has gone on already, the betting in some quarters is that a downturn in the market may happen sooner rather than later. "We always worry that people's expectations are too high," says Steve Norwitz, vice president at T. Rowe Price Associates in Baltimore. "We're cautioning people once again" against expecting the market to keep setting record highs. But Mr. Norwitz also adds that investors may appear unconcerned about dumping so much money into stock funds because they're socking their money away for the long term. That will enable them to ride out the dips. "A lot of this money that's coming in is for retirement," he says. "People know they're in this for the long run." So far this month, flows into T. Rowe Price's domestic stock funds have already reached 75% of January's amount, he says. ...... Very interesting one to read. Fund managers have to park all these cash somewhere very soon. They love to hear from CEOs. I bet they'd love to learn about your work and vision for BORL. Some firms like Fidelity has new rules that managers can't keep more than certain % of cash for long. They have to park them even in short term bonds and notes during research period. regards, BPP(Bipin's partner)

To: Delbert W. Yocam who wrote (9099)	2/13/1998 12:09:00 PM
From: John Solder	Read Replies (1) \| Respond to of 10836

>>We are excited and pumped... As a VSGN holder soon to be BORL holder I say you and Roger have a unique opportunity to contribute something substantial to the field and future of professional software development. If you guys can work together to achieve your goals and work with us, the investment community and users, then the sky's the limit and we're with you. Keep your eyes on the prize.

To: Delbert W. Yocam who wrote (9099)	2/13/1998 12:32:00 PM
From: Shroder Wertheim (Hijacked)	Read Replies (2) \| Respond to of 10836

Del, As an example, Informix making a profit is a big news on many newspapers, it showed on the front page article of Mercury News yesterday. As a comparison, Borland recent quarter recent did not generate much attentions. I think Borland is doing OK on PR/marketing, but it could do better. Del, believe me, I am the software chief of a well-known startup and we get a lot of free publicity on a weekly basis and it helps the sales. Shroder.

To: Delbert W. Yocam who wrote (9099)	2/28/1998 7:33:00 PM
From: Dongyan Wang	Read Replies (2) \| Respond to of 10836

-Off Topic- Hello, Mr. Yocam, Since the visigenic deal is done, is it possible to start a news group in borland for visibroker (Maybe the name will be changed as BorlandBroker or InforBroker), so developers like us can help each other. If developers have more sources for a product (Especially like current CORBA product with few documentation & books), it will definitely help the reputation, then the sale. Thank you.