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

To: shane forbes who wrote (10446)	5/4/1998 4:42:00 PM
From: David Miller	Respond to of 10836

enterpise sales don't go through the channel so to some extent who cares The channel, possibly. The Katt and Mr Cringely may well be indulging in a little fantasy here. The announcement of JBuilder 2 will certainly have left returnable Jbuilder 1 inventory out there, but it won't affect revenue, since revenue isn't recognized for product that is returnable. But your "who cares" point is important - there will inevitably be less enthusiasm in the channel to stock the products of a company who is also your competitor for the customer's business. This is an aspect of the new "go-it-alone" strategy - together with setting up their own consulting business, with the same effect - that hasn't played out yet. "Full ahead both, bo'sun, and damn the torpedos" is a glamorous image, but it is also by definition a dangerous strategy. david