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

To: David Miller who wrote (9768)	4/5/1998 7:36:00 PM
From: Howard Armstrong	Read Replies (2) \| Respond to of 10836

IONAY is replacing Visigenic as the CORBA vendor of choice. A few months ago, Visigenic was the CORBA vendor of choice, thanks primarily to their relationship with Netscape. Now that Visigenic has been acquired by BORL (who is losing money), customers are starting to shift their attention to IONAY. There is a lot of concern among Fortune 1000 IS organizations as to what BORL intends to do with Visigenic, and how Visigenic really fits in the BORL product line.

To: David Miller who wrote (9768)	4/5/1998 7:55:00 PM
From: Bipin Prasad	Read Replies (1) \| Respond to of 10836

In the cause-and-effect stakes, revenue is the cause, stock price the effect, not vice versa. Both of you are right. However, the intriguing alpha in investment world is "perception", next is "trend". Sounds silly, but that's the way it works. That's why some companies are darlings of street with $0.00/- earnings. IR relationship with fund managers is half of CEO's responsibilities now days. That's why there are so many folks lose out in this business with vast knowledge about company, industry and even with inside information. It helps a lot to make the right choice if we have all those knowledge. But it doesn't work the other way around most of the time. That's why we don't see many rich tech professors compare to dumber yet street smarter, rich fund managers. The more knowledge we have about the company, the more we tend to become bears which is not healthy for bank balance in general. Have you ever met really dumb bears?(There're always exceptions in life like S. and V.) The trick is to know when to hold oneself from falling into this pit and instead make a good use of them to help our bank balance. One more thing, BORL is a good buy at this level. 8^) I had to throw that in because it's my duty as "a perma. bull" in BORL. Heh heh heh... Wish you best luck! BPP(Bipin's partner)

To: David Miller who wrote (9768)	4/5/1998 8:29:00 PM
From: TChai	Respond to of 10836

But I don't think they place any emphasis on a particular share price. David, My apology if I was unclear about this point. The price target of 12 had more to do with psychological and the perception of the stock market than anything else. It just happens to be the high made last Nov 18. You're correct that customers don't sit around and wait for Borl to hit a certain price target before placing orders. Why would they not be more impressed still by the performance of, say, BEA? Last time I looked this was a late-20s stock with a market cap closing in on $2bn. I think that they do. BEA came in with 100% revenues increase in their latest quarter year-to-year. They've landed big contract with big customer like Boeing and continue to lead in this segment. And the stock market is saying that this is the company that will dominate this market by giving it big market cap. It's probably one of the reasons if not the reason that Roger Sippl and company decided to merge with Borl to have additional resources to fight this battle. Will they win the 1st place? My first guess is probably not, but you've got to try. In the cause-and-effect stakes, revenue is the cause, stock price the effect, not vice versa. Ultimately, it's the revenue. But if you have a good story to tell, sometimes the market gave you the benefit of the doubt, initially anyway. That's how all these IPO's and the private funding came about. We'll find out soon enough in the week of Apr 27. In addition to the revenues number, Mr. Yocam supposedly will tell the world a new story about Borl. The stock market will let us know if it's a good one.