Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Shroder Wertheim (Hijacked) who wrote (9158)	2/19/1998 12:02:00 PM
From: Lewis Edinburg	Read Replies (1) \| Respond to of 10836

Borland needs to post a operating profit with the combined company (VSGN+BORL) in this quarter and I think it will. There are many GA expenses that can be cut through the combined company. But the vote doesn't even take place until Feb 27. I don't see how any significant savings from combined operations can take place in the third month of the quarter. I wouldn't expect those until the following quarter.

To: Shroder Wertheim (Hijacked) who wrote (9158)	2/19/1998 12:41:00 PM
From: Sam Scrutchins	Respond to of 10836

There are many GA expenses that can be cut through the combined company. Shroder, What concerns me is that the G&A savings will not truly be realized for a Qtr or two. Sam \|

To: Shroder Wertheim (Hijacked) who wrote (9158)	2/19/1998 1:08:00 PM
From: shane forbes	Read Replies (2) \| Respond to of 10836

Schroder: I think this is quarter or really partial quarter of BORL+VSGN is interesting because it will be yet another test of Mr. Yocam's abilities. The Old BORL has faltered at precisely the times they tried to swallow another company. The street will be watching to make sure that this time is different. And we hope it is! I think they will turn a profit as well. Miniscule profit but that would be my guess. It would be fantastic if BORL can continue its string of beating expectations even if it is only by a few cents (I don't consider those huge %gains off a small base as being tremendously significant.). --- For me, my focus will be on the enterprise deals - how many, how much. G&A expenses will be important but I do not think we will see the effect of reduced G&A spending until later on in the year. The gold here is the momentum in the enterprise. If BORL can show that it is sustaining and ideally quickly building the momentum in this arena, we are golden. ---