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

To: R.S. Blum who wrote (10445)	5/4/1998 2:33:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 10836

Thanks (see also post 10434). If this turns out to be true, the one good thing in all of this is enterpise sales don't go through the channel so to some extent who cares. Then again it is useful to have products that do sell! Perhaps the reference is to the Japan retailing market shutting down in the last 6 weeks of the quarter. Or then again it could be the usual product transition stuff - that is when a product transition takes place (and we have had a rash of new product announcements in the last q) customers put off their purchases. Typical stuff. So far, though the initial thought, gave me the heebie-jeebies, I hope this proves to be a well-explained rumor. Also to go to the trouble of changing a name just to pull in inventory seems somewhat contrived to me. Too much trouble. And hopefully we can forget the shareholder suits - those thingies only make the lawyer types wealthy. Shane.

To: R.S. Blum who wrote (10445)	5/4/1998 2:38:00 PM
From: Lewis Edinburg	Respond to of 10836

Changing the name creates much-needed distraction and also gives Borland an excuse to pull back all of the unsold goods under the guise of repackaging. Is the move a stroke of genius or the stuff from which shareholder suits are made?' Call me naive but I can't believe that that is the reason they are changing the company name. That is just too much impact to go through just to recall excess inventory that isn't selling. If there is that excess of inventory, I'd be interested in knowing what product(s) are not selling. I put as much credibility in that rumor as the "takeover du jour" rumors. What's next? Borland causes the US to go to war with someone just because they have sold InterBase to the government (the Air Force I think it was) and that way they'd be able to jack up sales?????

To: R.S. Blum who wrote (10445)	5/4/1998 3:11:00 PM
From: TChai	Respond to of 10836

This is the same Katt that criticized Mr. Yocam for buying new furnitures for his executive office when he took over the helm, saying that why should a CEO of a financially ailing company be spending money on his new dig? Back then same as now, Borl supposed to play dead. It's just more last kick in the pants before they have nothing on us. Not to worry, soon the PC Week crowd will be too busy defending MS v.s. DOJ and AG's, and will leave us alone. InpriseRules

To: R.S. Blum who wrote (10445)	5/4/1998 7:14:00 PM
From: Neil Booth	Respond to of 10836

My guess is that this and the Jesse Berst column were pulled off somehow by unhappy MS employees under huge pressure and unable to deliver high quality development environments... They're just trying to harm the competition. Neil.

To: R.S. Blum who wrote (10445)	5/4/1998 8:30:00 PM
From: Jack Frosch	Respond to of 10836

Since the Borland brand name has been retained, I'm not sure why Inprise would be offered the excuse to repackage existing software. I suspect the group of insiders is more likely based in Redmond than Scotts Valley.

To: R.S. Blum who wrote (10445)	5/4/1998 11:11:00 PM
From: Kashish King	Read Replies (1) \| Respond to of 10836

They reported a loss of almost 12 million this past quarter along with a sequential revenue decline and after wasting over a hundred million on technology they could have licensed. They have quietly warned about a "longer sales cycle" to go with the current round of Asian Economic Flu. To further complicate matters, we now here the company is stuffing the channel with product and that they changed their name to recall, repackage and reship the same inventory. I'm convinced they're moving in the right direction but if this latest Spencer the Katt rumor is true I see nothing but red ink ahead. I'm curious whether they also gave the store away to Oracle in exchange for increased exposure and, ah, name recognition. Their new transaction server is promised for the fall, that means it won't be ready because software is never ready on time. Then you have to wait for the sales cycle to kick in and finally bear fruit. So what is wrong with my doom and gloom scenario? I'm all ears folks...