Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bipin Prasad who wrote (10087)	4/22/1998 9:09:00 AM
From: Marc Slovak	Read Replies (1) \| Respond to of 10836

Pre opening trades indicate that this is a non-event. Bid seems to be at around 11. Certainly doesn't look like we're going to see lots of selling at the open which may bode very well for the rest of the day. I agree with you on this. What's critical is that Borland is sticking to their stated plan. I think Del has done a masterful job of managing the PR on this and building credibility.

To: Bipin Prasad who wrote (10087)	4/22/1998 12:02:00 PM
From: Kashish King	Read Replies (1) \| Respond to of 10836

Left most of my luggage at the dock and the boat sinks, how fortunate. I doubt they'll get additional analysts' coverage with those numbers otherwise I think it could close higher.

To: Bipin Prasad who wrote (10087)	4/22/1998 2:27:00 PM
From: shane forbes	Read Replies (3) \| Respond to of 10836

BPP: RE: I dare to say BORL'll close higher today In as much as I am a BORL bull I'm sorry BPP but based on what I heard and what I have seen BORL has hit one of those speed-bumps that I have seen companies that do acquisitions frequently hit. The lack of forward looking visibility re: Japan is a problem (but then again how can Del predict how another economy is going to recover?). However if the problem in Japan was mainly retail sales and BORL is moving to enterprise sales then one might argue that with the new Japanese budgets we might get some pent-up Japanese enterprise spending this q. There is a gittery silver lining in all this. That is lowered expectations next q and perhaps later! So we can start the cycle all over again and BORL once again begins to beat expectations. I'm not surprised that they came in at 3 c - that is about what I expected - and I don't blame the Japanese problems on them at all - all I need to know is why the estimates were set at 4 or 5 c? This is 2 to 2.5 million in earnings. Last q they had 2.4 mil in earnings. Just tough for me to envision this kind of "strength" in earnings in the same q as the one when the company is absorbing a "big" acquisition. Shane.