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

To: David Miller who wrote (10062)	4/21/1998 8:31:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 10836

David: Re: Sequential quarters also look a little frail, comparing $46.5m with last quarter's combined revenues of $49.7m ---- Come to think of it - it looks like my 1 month of VSGN is pretty much garbage isn't it! My mistake. The question is who was weak BORL core or VSGN core? ---- Let's see for other plausible reasons: Seasonality? Certainly on the service side. Product transition tentativeness - with so many big introductions in March. the big customers may have delayed purchasing? Borl is Also my guess is Japan hit them harder than we may care to believe. Recall in Dec. this was indicated when Del visited SEA. Dec Q saw only partial effects of this. Finally this is quite a "big" acquisition for a barely profitable company to digest in one q. My sense is that it is not easy and takes a good bite of mgt. time. There is always a reorganization thing that people tend to underestimate. ---- I agree though there is a little lack of lustre here! Last time they highlighted sequential growth in the byline I think - this time no. I will have to listen to the c.call to see they shed any light on just what happened. ---- This is why I said earlier that I wish the hot money stayed out for 1 more q. The next few q's should be beauties I think and I would rather have these hot money dudes in a positive frame of mind. ---- I've just got back from a little bike ride all along trying to guage just what the sentiment of the new money in the stock is! This seems like deja vu all over again - viz a viz last Nov. My guess is we'll see selling though just to spite these kind of speculators I hope on the 29th BORL announces some major deal with one of the big companies - say an ORCL buy-out [ reality precludes this - but I'm just being spiteful ;-) ] ---- RE: the charges question I don't know. Maybe the c.call will shed light. Since only one month was combined, perhaps the usual facility closings, personnel etc when they do a full job of seeing who they need and who they have to let go - though I'm just guessing here. Plus the biggie of purchased R&D written off. ---- Anyway I will be listening to the c.call now. ---- Shane.