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


To: VinWood who wrote (9740)4/3/1998 3:59:00 PM
From: max  Read Replies (1) | Respond to of 10836
 
I did. Drove by their facility this morning. It's like a mausaleum.

Gee, what do you expect when you drive by a place where they develop software?



To: VinWood who wrote (9740)4/3/1998 4:04:00 PM
From: Paul Corbett  Read Replies (1) | Respond to of 10836
 
If you think this stock is a dog why did you buy LEAPS in it??



To: VinWood who wrote (9740)4/3/1998 7:12:00 PM
From: Kashish King  Read Replies (1) | Respond to of 10836
 
No-one's figured out that this dog is not going to upscale MSFT yet.

Show me somebody naive and foolish enough to believe that and I will show you an O.J. Simpson juror. Hopefully this isn't something which just dawned on you because if it is I have to say you were one naive puppy. It boils down to revenue growth and earnings with respect to the stock price, not with respect to Microsoft's or IBM's earnings. Either they have value as an OEM tool developer in select software markets or they don't. Clearly Oracle didn't waste years of effort on Sedona because they thought it was a fun thing to do. Clearly Sybase isn't developing tools because they aren't sure what else to do with the money. The demand for standards-based tools is increasing and by and large Microsoft is helping to drive that wedge. So you're really in this for the wrong reasons but if you've done well then who cares.

As far as your statement that nobody has figured out that Borland is not going to upscale Microsoft, that's ridiculous. Nobody here is making that claim and nobody would. So if by NOBODY HAS FIGURED OUT you actually mean EVERYBODY ALREADY KNOWS then you might get some agreement from me. Otherwise, it's just a butt-stupid, asinine statement -- did I mention ridiculous?