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Technology Stocks : INPR - Inprise to Borland (BORL)
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To: Big Dog who wrote (4245)2/3/2000 6:51:00 PM
From: Dennis Nicks  Read Replies (1) of 5102
 
What caused analysts to drop their coverage of INPR? The answer is a combination of poor execution by the prior management and the fact the the "new Borland" has yet to produce the increased revenue. The new management's execution so far is good, but there is still much to prove. The breakdown of revenue mix that we saw in the last quarterly report is good. But the reason analysts haven't jumped on the stock is that Del Yocam broke out the revenues once before too. He showed that "enterprise" sales were increasing and that the tools business was decreasing. Unfortunately, he was grouping some of the tools revenues (the "enterprise edition for instance) into the enterprise revenue, which made made the situation look better than it should have. This eventually caught up with him.

It would have been nice to have an educated analyst on the latest conference call to ask the question: "What comprises of "enterprise" revenue." This would give us more guidance as to what is really happening with specific revenue streams.

When the quarterly we begin to see incremental increases in quarterly revenue, I think we'll see more analyst coverage. I've seen the value of Inprise/Borland for a number of years and patience has certainly paid off for me. For the 3 years that I have consistently been invested in this stock, the current outlook is the best its ever been. The increased volatility from day-trader activity doesn't bother me. I don't calculate yields on a daily basis.

Dennis
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