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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: John Solder who wrote (4028)1/12/2000 2:40:00 PM
From: Dennis Nicks  Read Replies (1) of 5102
 
I'm not sure when the 'show me the money' earnings will be released, but the '99 Q4 earnings are to be announced Jan 27 at 1:30 PST. Who knows how the quarter will turn out. My guess is that we'll have to wait for the REAL show me the money earnings statement. My guess is the 2000 Q2 earnings will be where we see a significant pickup in revenue. The way Inprise is leveraged with large fixed costs, increases in revenue over $50 million will show some great profits. I for one would like to see the $40 million in yearly R&D investment pay-off. Its obvious to me that the new Linux tools are a product of that expense, along with the ASP tools. So it looks like money well spent.

2000 will be a good year for Inprise with the Linux market being hot and the ASP market taking off. I found an interesting quote regarding the ASP market and how it will affect Inprise. NZInfoTech interviewed Graham Porter, the marketing director for Inprise in Sydney after a "exceptionally large" ASP deal. The last line of the article says it all:

He predicts that in a year's time, Australia and New Zealand will be turning over three times the revenue they are at the moment.

infotech.co.nz

If this is any indication as to how Inprise will be doing by year-end, we'll be doing just fine!

Dennis
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