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

To: George Lazar who wrote (10224)	4/27/1998 9:01:00 PM
From: David Miller	Respond to of 10836

MSFT NT will "make" this new BORL big... This is a major announcement... Suddenly the Visigenics deal makes perfect sense, Tibco publish and subscribe is the best working technology today... Del, great move... George, I'm not sure I understand your point here. How will MSFT NT "make" BORL? What is the new light that is shed on the Visi deal? And are you suggesting that Del is targetting Tibco as an acquisition? An interesting thought. It would bring them close to the BEAS model, who built their company entirely on acquired technology - TP monitor from Novell, ORB and messaging middleware from DEC - but I think it would be tough to extract Tibco from Reuters if they are being successful, and pointless if they are not. At the end of the exercise, Borland would look like a BEAS "me too", only a couple of years behind and without their revenue and market share. david