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


To: MENSO who wrote (10013)4/21/1998 8:16:00 AM
From: i-node  Read Replies (1) | Respond to of 10836
 
Great. Leo shows up, just as Borland starts to move, to let us know how crappy it is. Okay, Leo, let us hear your Borland stinks routine.



To: MENSO who wrote (10013)4/21/1998 8:50:00 AM
From: Ghassan I. Ghandour  Read Replies (2) | Respond to of 10836
 
Hi Leo, my friend, where have you been? It is about time we put back some sanity and restrain the euphoria which ends up often harming a stock. Although, I thought you probably covered at 6 and went long as you were saying that BORL will hit the sky after it double bottom at its low (sometime they fail to reach that low). Anyway, I wouldn't short BORL as it looks like a runaway wagon at this moment. I also believe in Del's artistic genius as a turnabout engineer. He managed to cancel the pre-earnings decline by keeping the company in the news. The moment of truth, however, is getting very near and, whenever momentum players take hold they end up spoiling the party. It is of course all my opinion. But tell me before you go short - maybe I buy from you or maybe I first sell out... Ghassan.



To: MENSO who wrote (10013)4/21/1998 3:15:00 PM
From: David R  Read Replies (1) | Respond to of 10836
 
Hey Leo, great to have you back. I thought you had left BORL for good. Here we are a year later. Waiting for BORL to hit the mid teens. OK we missed that one. I did manage to have some fun with short-term BORL calls in the past few months. And, on avg, my various BORL holdings are near 2* my investment. All in all, I would not mind if all of my growth predictions failed as nicely as BORL has. But, for my 12 centavos ($.02 give or take), if BORL can slightly exceed expectations, then we are looking at $15.

The real issue is BORL in the long term. BORL is no longer a maker of $49 compilers. Their revenues are increasingly coming from high dollar C/S and enterprise products. Del has managed this company with skill and vision. Here I am, still trying to sell you BORL, and you are still the consumate BORL bear. But, what would a market be without bears.

Bet you a cup of Java (premium) that BORL sees 15 before it sees 7.