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

To: i-node who wrote (9906)	4/16/1998 11:06:00 PM
From: Lewis Edinburg	Respond to of 10836

The acquisition of Borland would fill a HUGE gap in IBM's product line, and makes perfect sense. The cost is nominal. If the IBM buyout rumor has any validity, I would think that the price range mentioned ($16-$20) would be on th elow side. If I remember correctly, a while back someone on this thread estimated that ML's average cost of its Borland stock was on the order of $13. I would think they would want a lot more than $16, considering how long they have owned the stock. I know that I take comfort knowing the "big guys" who own large blocks of the stock have average prices much higher than I do, whenever rumors of buyout are discussed.

To: i-node who wrote (9906)	4/16/1998 11:26:00 PM
From: Kashish King	Read Replies (2) \| Respond to of 10836

Somebody suggested on Yahoo! that the stock is being led by the nose and will soon be followed by profit taking. That's what happened last quarter and although I don't necessarily subscribe to his theory he's got a point. Even more interesting was this reply regarding IBM as a potential suitor. Note the alias: Led Macoy. Could he be the "real" McCoy? Seems to nix the idea completely: messages.yahoo.com@m2.yahoo.com

To: i-node who wrote (9906)	4/17/1998 2:23:00 AM
From: David Miller	Read Replies (2) \| Respond to of 10836

>>The acquisition of Borland would fill a HUGE gap in IBM's product line<< This is the bit that puzzles me. What gap? In the development space, IBM seems right now to be putting its weight behind its Visual Age family of products. It has its own CORBA based stuff, even its own deployment management product. If they have a billion dollars of loose change to chuck around, why on earth would they spend it on buying Borland? Even Oracle [buying Borland, that is] makes more sense than this. Stranger things have happened, of course. But mostly they get reported in the National Inquirer. david

To: i-node who wrote (9906)	4/17/1998 4:10:00 AM
From: Ghassan I. Ghandour	Read Replies (1) \| Respond to of 10836

Hi David - On the acquisition front, the scenerio I have been dreaming about lately is Novell acquiring BORL as Novell is turning into an internet company and could use Borland's Java expertise then IBM acquiring Novell as IBM has tried to do several times now but was rejected everytime by the companies BOD with a poison pill in place and all that. Acquisition seems to be the mania in today's market envirement. Such rumors may indeed explain the recent actions in both BORL and NOVL. Still, go BORL... Ghassan.