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

To: Howard Armstrong who wrote (9771)	4/5/1998 9:11:00 PM
From: Kashish King	Read Replies (1) \| Respond to of 10836

It's true that Borland lost money once but they haven't lost anything in a long time and they are unlikely to lose money anytime soon. That said, Boland has done a masterful job of integrating Visigenics into their product line. I mean, it's as though their ORB no longer exists as a platform-independent, language-neutral ORB. It's as though they no longer have anything to say about the direction of this technology. Borland probably should have licensed the best-of-breed from Ionix or Visigenics in a competitive process. Had they done so, the stock may have been at $15 right now. The cavalier attitude of this acquisition and the outrageous multiple they paid does not ring of competence and that may leave Del in the position of cost-cutting middle manager not ready to lead a corporation forward.