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

To: Paul Corbett who wrote (9368)	3/9/1998 3:25:00 PM
From: Bill Tucker	Respond to of 10836

Much of the over 4M in stated short interest is the result of VSGN arbitrage. It is automatically eliminated by delivery of the VSGN shares purchased in the other side of the position.

To: Paul Corbett who wrote (9368)	3/9/1998 5:43:00 PM
From: shane forbes	Respond to of 10836

Paul: I would not characterize BORL as a safe haven. The reason they are not being killed as dramatically as INTC and CPQ is we are software and those guys are PC related hardware. Software should hold up better over any collapse if we are to have one or sector rotation which we definitely are having. And don't take the VJ++ news as a death knell. I definitely am not. It would be interesting to see how the developer community receives the product. As I mentioned in my post, MSFT has some explaining to do with the obvious windows tie-ins. This alone gives BORL an opportunity since its version is not tied in to Windows - see BORL's window of opportunity is not closed! Still pretty "open" to me. Also I suspect JBuilder is attacking a different space and its tools definitely will find wide appeal. Don't worry! Shane.