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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: smallaxe who wrote (4154)1/30/2000 6:27:00 PM
From: Fred Gohlke  Read Replies (2) of 5102
 
Smallaxe (and all),

If you've read the posts following your #4154, you must be absolutely delighted that you decided to join the S/I group. The discourse between TTOSBT, Darrell Minott, Dennis Nicks, David Miller, Cube, and David Ray, et al. has been uncommonly civilized and informative. They covered the turf so well there is little to add.

Given the turbulence we saw last week, it is not surprising that some folks suffered a bit of anxiety. I, for one, lost (nominally) more than I used to earn in a year ... not all of it in INPR.

Should we keep in mind:
1) Fuller has been around for, what, 9 or 10 months.
2) Last week's report shows (IMO) "clearing the decks" activity.
3) The call for a "catch phrase" is warranted, but we should not forget the horror "webvolution" generated.
4) It may be well to lease out the excess space at Scotts Valley, but how many pressing tasks can come first?
5) Linux's day in the sun is just dawning.

The lucid descriptions of INPR's prospects, outlined over this weekend, support the notion that we are on the correct course. As someone much smarter than I has said, patience is even more important than discipline in investing.

Let's make haste, slowly.

Fred
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