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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: Graham Wideman who wrote (1438)10/25/1998 12:52:00 AM
From: Cube   of 5102
 
Graham,

The technical aspect of what INPR is into is over my head. I know the basics, but I would not begin to think of myself as well versed. There are a lot of big, big guns out there with competitive products. And it seems like I hear of another company everyday that is climbing aboard the enterprise information train. Guys like Compuware etc, seem to have deep pockets and vast resources. That is why I have been saying that every quarter that Del lets slip by is not just a missed financial quarter, it is a missed quarter with respect to the next technological quantum leap. As far as to when the turnaround will actually begin, Del has been telling us "just a few more quarters" for a few years.

Plenty of bright talent out there that could really make a viable shot at turning this company around. Lou Gerstner is one, Gordon Bethune is another, Delbert Yocam - aint!!

Cube
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