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Technology Stocks : INPR - Inprise to Borland (BORL)
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To: John Solder who wrote (4028)1/13/2000 7:11:00 AM
From: Big Dog  Read Replies (1) of 5102
 
John: As you know, INPR started its turnaround efforts in early 1999. The benefits started to show during the third quarter (ending on September 30, 1999) and all signs indicate that this will continue into the fourth quarter:

Message 12517931

But the new INPR Lynux products (supporting SUNW's Java Linux product) have only started in earnest during the current quarter and Kylix will begin mass production sometime during the next month or two or three. So, the "show-me-the-money" explosive earnings growth will show-up during 2000. Now, Wall Street usually "anticipates" this new earnings curve 4-to-6 months ahead of time (unless you're an IPO which means a 3-to-4 year forward-looking period). Perhaps, Dennis is correct. The Needham presentation today should be informative.
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