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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: TTOSBT who wrote (1491)10/28/1998 11:10:00 AM
From: Cube  Read Replies (3) of 5102
 
T,

Read this s-l-o-w-l-y and comprehend OK??

so to say it's breakup value is $2.30 sounds way out of line to me. As a matter of fact no one but you has mentioned a breakup of INPR.

Book value and breakup value are generally the same. I'm not saying that INPR is breaking itself up. The terms are virtually the same. I know that it doesn't sound right to you that $2.30 book/breakup value is right but despite what you think sounds right, First Call and Market Guide both show $2.30 as book value for INPR. I will drop them a note though, to start considering what sounds right to you before they publish future INPR valuations.<g>

Obviously your opinion on INPR is extremely out of line with current market valuations

How can my valuations of INPR be extremely out of touch with the current market when MSFT grows earnings at 40% + and has a PE of 47, and INPR has a PE of 44 and has no earnings growth?? Someone is grossly over valued here, hmmmmmm I wonder who it could be?

I think your shaking in your boots because you probably shorted this baby to the hilt and are afraid your about to loose big time.

First of all lose is not spelled "loose." Secondly, I am not short yet. I'm looking to try and spot the point at which Dilbert's stock buyback is done before I short. I appreciate your concern though.

Bottom line is valuation. You think that INPR deserves it's PE of 44, I think only companies that grow earnings and revenue at 40% plus deserve that kind of a rich PE. By the way the PE on the entire S&P 500 is around 22. Good Luck to all the longs here, I think you are going to need it.

Cube

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