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Technology Stocks : INPR - Inprise to Borland (BORL)
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To: i-node who wrote (4202)1/29/2000 10:31:00 PM
From: Cube  Read Replies (1) of 5102
 
David,

There was simply no doubt it was the right move; I have a difficult time understanding why anyone would not have done it.

Everyone is entitled to their opinion David, but bankruptcy courts are filled with people who invested in "can't miss" "no way to lose" "no brainer" stocks. My opinion is that INPR will never be able to effectively compete in the enterprise arena against Compuware et al. INPR's future is Linux. Back when I shorted this stock at 6 with Dilbert at the helm, this company was in extremely bad shape. Fuller did not change a thing except to keep the price at 3 for longer than most thought. Then along came Linux, and INPR took off and never looked back.

If you are saying that at 3 bucks per share, Fuller at the helm, and no Linux connection INPR was a no brainer investment; you are either very foolish or incredibly loyal. Don't get me wrong, I'm glad for all the longs here. I hate like hell to see anyone lose money. And God knows the death spiral from 80 to 3 made an awful lot of people lose money. But don't fool yourself. INPR got saved by Linux. This kind of a happy ending to a death spiral is NOT something you can count on. More times than not, the stock certificates end up as toilet tissue.

Cube
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