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

To: David Miller who wrote (10110)	4/22/1998 10:35:00 PM
From: i-node	Read Replies (1) \| Respond to of 10836

It is the question how quickly and securely the company can change its entire marketing direction and sales focus, without the wheels falling off. Marketing strategy - unlike financial strategy - is not an area that this management has proven itself yet. These guys were doing fine bringing the company back around until the VSGN deal. But I think they miscued bigtime, at the cost of diluting the hell out of the prior ownership. But with the poor revenue numbers from last qtr I'm having a difficult time seeing how they'll pull it out in the projected time frame. I think easily you're looking at an addition 12-18 months -- that's if they don't screw up again. The technology is excellent and solid. But I think it is going to take a long time to turn it into profits; the market has shown it is unwilling to buy Borland on a promise of [way] future profits....

To: David Miller who wrote (10110)	4/23/1998 6:25:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 10836

David: What they said they'll explain: - new strategic vision now that the VSGN piece is in place blah blah blah... - product intros blah blah blah... What the street wants to hear: - takeover for $15-20 per share (pipe-dream - too early...) What I would like to hear: - clear concrete revenue and earnings goals for the next few quarters - all these promises of greatness are great but right now we are investing in this stock mostly on trust - damage control of the fiasco with the earnings release and the attempt there to hide stuff and confuse the reader with misleading comparisons - Please God not another acquisition - Some major deals - and why not announce the size of these revenue enterprise deals on a regular basis Mr. Yocam. If TROW and anyone else is signing a 7 figure deal surely this is significant for BORL and warrants some kind of regular press release schedule or doesn't it? Heck if selling the company is the main point of the 4/29 meeting, should'nt we start by showing that the products are selling? What the street would see as being acceptable : - some concrete sign that business momentum has not stalled - many concrete signs that the future is bright and examples (why not show the dollar amounts?) of current enterprise deals. - more light on the boneheaded earnings release - such as did we or did we not beat earnings estimates (I think we did not) - more light on the restructuring charge - a takeover offer for $15-20 per share. this would explain the past and the future in definite (vs. the hazy) terms which we have become accustomed to (and bored with). Shane.