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

To: Neil Booth who wrote (9993)	4/20/1998 10:52:00 PM
From: Kashish King	Respond to of 10836

I have been at work Neil but I haven't missed the boat although I did leave a lot of luggage at the dock. I was waiting for the tree shake that usually precedes earnings but looks like we're not going to get one. Everybody is ranting and raving about C++Builder, Delphi and all that other noise. Look, IBM is not going to buy this company, Oracle is going to buy this company and I tell you there isn't another week goes by that I don't read another article that confirms one of two things: A) Either Del is giving the store away for some short-term gain, B) He's got a very long-term and lucrative licensing deal, or C) He's fattening up Borland for sale to Oracle. (P.S. using Microsoft's Calculator). Now, IBM might see Borland as redundant but better enough to make sense in light of the homerun they would score by taking the wheels out from under Oracle's tools strategy. What everybody is missing is this: The global store front opportunity presented by the Internet is slipping away from Microsoft as they move away from CORBA to that puke-fest DCOM. That's where the real opportunity lies for Borland, not commodity priced tools.