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

To: Robert Graham who wrote (9283)	3/3/1998 5:54:00 PM
From: david thor	Respond to of 10836

<ignoring the past is a very innovative and rather unique approach to investments> Robert, I don't think ignorance of the past is constructive, nor do I think that discounting the ability of a company to move away from a particular mindset or culture (good or bad)is constructive. What I'm referring to is so subjective that I guess neither one of us is right or wrong, so I'll just leave it at that! Regards, Dave

To: Robert Graham who wrote (9283)	3/3/1998 5:59:00 PM
From: Paul Corbett	Respond to of 10836

Certainly a rational investor looking only at BORL's past would not be keen to own the stock. However the last 3 quarters of results, the release of JBuilder and its success, and the ability of its current CEO should lead the same rational investor to conclude that the present is indeed better than the past. Of course the market is wary of stocks that have performed badly in the past and this is why the share price is down. It will take time to convince the Street that BORL has changed.Go BORL.

To: Robert Graham who wrote (9283)	3/3/1998 5:59:00 PM
From: Dennis Nicks	Read Replies (2) \| Respond to of 10836

Bob, I think the majority of us here participated in Borland's past by buying product. Yes, Borland made some very big mistakes in the past with releasing crappy products. However, the Borland of today is VERY different. If you would have browsed through the last few quarters of news releases, looked at the quarterly results and statements you would have found that Borland is no longer focusing just on the desktop. They are enterprise bound... This is where the majority of the software $$ are spent. Borland is by no means out of the woods.. They have a sketchy past, which has been haunting the share price for years. The new management is different. My money says they are capable of being competitive (and profitable) in the new enterprise market. That being said, Borland's products continue to win awards. They have chalked up some significant press in the programming literature. Their products ARE better (as you also mention regarding C++ Builder). Borland's products will support the desktop, but it's in enterprise they'll find the the bread and butter. As an investor in a turnaround play, I am concerned with the company's past. The past is not being overlooked....It's reflected in today's share price. Your complaint about the C++ development package is nothing new to us. I think we will all agree it's a bad product.. Even so, the C++ sales are just a tiny fraction of the revenues of the Borland of today... Borland also has licensing agreements with IBM and ORCL to name a few. A majority of ORCL's Java programming technology is based on Borland's. Surely this is a sign of a new paradigm.. Dennis