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

To: Bipin Prasad who wrote (10613)	5/22/1998 12:56:00 PM
From: Ghassan I. Ghandour	Read Replies (1) \| Respond to of 10836

Why is BORL up today while NOVL is down by about the same amount? After all, it is NOVL who came up with the better than expected earnings! Maybe (just maybe) people are following the same strategy I explained on this thread several times as I used it with positive results. As I stated last night on the "INPR" thread, I sold NOVL for 11 3/4 yesterday before the earnings announcement. Now NOVL is at 10 3/4. I bought BORL (as a replacement for NOVL) at 8 this mornings (I last sold BORL at 10 3/4 to buy NOVL at 9 1/4 -- only the BORL in my trading account though). With an awful tech market out there, this kind of strategy is still making money. Buy on the rumor, sell on the fact, just as I wrote last night on the other thread. GhGhassan.

To: Bipin Prasad who wrote (10613)	5/22/1998 1:45:00 PM
From: PCSS	Read Replies (1) \| Respond to of 10836

No particular rumors but you HAVE to believe that Del has a number of companies interested in BORL/INPR. My thoughts are that Del, at this time, is truly focused, committed and is sure he can make a go at increasing BORL/INPR revs, eps and stock price. At some point in time AFTER this is accomplished (my guess -12 mo.) Del may decide to revisit and talk seriously to "xxx, yyy, or zzz" about their offers/interest he has "most-probably" already received for BORL/INPR except at 2X what they are "talking" about today. Today, BORL/INPR is in a HOT, HOT marketplace, has a PLAN and has been implementing changes, good progressing to GREAT products and Excellent management ......its stock price HERE is undervalued ... TIME is on OURSIDE !! JMHO Michael