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

To: Bipin Prasad who wrote (10092)	4/22/1998 12:21:00 PM
From: John	Read Replies (1) \| Respond to of 10836

I am quite cynical about the meeting after seeing the numbers - probably just alot of hype about the name change. Only a 3 million increase in revenues after paying $120 million for VSGN - give me a break. I also don't understand why you all are saying that the quarter only included 1 month of VSGN revenues? Do you think VSGN didn't bother to try and sell anything on their own the first two months of the year? Wouldn't those revenues have been included in this quarterly report? Personally I would have expected BORL's revenue numbers to have gone up from 43 to 46 without the aquisition. With the aquisition this is horrendous. Either BORL core revenues dropped this quarter or they paid a heck of alot of money for nothing when they bought VSGN. How's this for a new name? "Internet Enterprise Software and Year 2000 Solution Inc." It may be the only hope you have of BORL ever seeing 20 bucks a share. JV.

To: Bipin Prasad who wrote (10092)	4/22/1998 2:01:00 PM
From: Maher Sid-Ahmed	Read Replies (1) \| Respond to of 10836

The April 29 meeting should have been moved closer to the earning announcement. Companies should study closely what Microsoft is doing in terms of PR and learn. Any negative news is always followed by some positive announcement. When their Java license was cancelled they immediately gave an announcement about earnings going up. The result was that MSFT shares went up and SUNW shares went down and are still down in spite of beating WS estimates. They are always ready with news to boost their share price, however, most companies including BORL are quick with the bad news and slow with positive news. Share prices go up on many fundamentals including good PR. Maher