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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: TTOSBT who wrote (4156)1/28/2000 1:09:00 PM
From: Big Dog  Read Replies (3) of 5102
 
TO ALL: It's unbelievable, the way most of us can't see the "forest for the trees." Wasn't it David Ray or Dennis Nicks that asked several times "Why would any of you on this Board expect explosive growth in the Fourth Quarter, when the positioning for growth in the "new areas" of focus for INPR, such as, (i) the Linux strategy (including open-sourcing Interbase); (ii) the B-t-B strategy (including recent contract arrangements with Cisco); (iii) its newly developing wireless strategy, (iv)its venture capital strategy, and (v) the roll-out of its growth plan strategy for its WindowsNT, Solaris, etc. development tools, have just been unveiled in the Fourth Quarter and some of the "key" products (i.e, Kylix) are not out yet? Didn't CEO Fuller just come on board less than a year ago? Hasn't he improved the earnings direction of this company drastically (positively) in this quarter and the 3rd Quarter? Doesn't it make sense to take these non-recurring write-downs in 1999 to give us a fresh, momentum building start in 2000?

Whether you guys are in INPR for the growth or the take-out option, every move that CEO Fuller has made is getting us towards either goal.

Please re-read every press release the company has put out this year. Please read the latest SEC report. Please re-read the last 200 posts on this message board. If you don't see the excellent opportunity that awaits us in 2000 and beyond, I suggest that you invest in another opportunity.
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