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

To: David Miller who wrote (10081)	4/22/1998 1:41:00 AM
From: shane forbes	Respond to of 10836

David: ---- On the extended sales cycle theme I thought you were suggesting vaporware sales - no revenue just promises - later, later, later. All I'm saying is that though this may indeed turn out to be true for BORL (I certainly hope not!!!), when they said "extended sales cycles" they were not covering up for non-existent sales or anything like that. It is a true statement for a changing type of business I think. ---- Re: Easy to say, but what exactly do they refer to? It is a little late to advocate total system rebuild (another Forte "position", by the way), and to even suggest this could damage credibility. One of the questioners suggested that customers might be coming to BORL about this not vice versa. --- On MSFT yes they will be here. But first they need to accept Java and that will be awhile. Secondly when BORL was a desktop boy there were regular questions about MSFT as competition. Now no more. At least for awhile. ---- Yes we have to sit back and watch how they execute. Add some R&D and a whole slew of new enterprise products (when last year and certainly 2 years ago we only had the development tools (and mainly for the Windows platform) not the deployment and mgt. tools) and we have stage 1 done. Now add the services people. Now the end-to-end solution. Next is the sales. Which is the most important step. In the time-honored tradition of differing opinions this is where I hope I am right in thinking that they will pull through and where the market seems to indicate that they need to "show me the money". If I am right I'll be a happy camper a few years down the road - if I'm wrong painful but not flatlined. ---- Shane.