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

To: Bipin Prasad who wrote (9640)	3/30/1998 8:52:00 AM
From: Bill Tucker	Read Replies (2) \| Respond to of 10836

Re:- JavaOne. Did you by any chance visit either BEA Systems or Iona? From comments from DY, I believe that BORL considers these Co's rivals. IONAY gained over 5 points last week and its market cap now exceeds BORL's (on a much lower revenue base - 11+ X Sales). Apparently BORL did not make the COBRA panel, and I wonder if this pop was a reaction to comments on the future of the various flavors of their ORBIX middleware. BEAS has a market cap that exceeds 2 Billion, it has 9+ analysts that see a huge potential for its TUXEDO and forthcoming ICEBERG products. Its low for 1997 was, however, only around 6. I find it very hard to understand why the market's perception of BORL's comparable stable of products is so low. If nothing else, there should be some premium in its price as a possible takeover candidate. I have seen recently a number of comments that point up the fact that its low stock price is a detriment to sales volume. It might be an interesting exercise to put a separate price on the worth of each horse to another owner.