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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: Kiriakos Georgiou who wrote (4423)2/9/2000 8:28:00 AM
From: Fred Gohlke  Read Replies (1) of 5102
 
Kiriakos,

I was tempted to congratulate you for an insightful post a day or so back, but didn't because I could add nothing to the Corel-Inprise discussion. Now, I see you have been attacked by McPherson, who apparently delights in character assassination, so I want you to know that at least one of us does not share his feeling. Thank you for your comments.

Since I am writing, I will add these snippets:

1) I am long on both sides of this transaction, although I sold off 2/3rds of my holdings in both companies after peeking in on the Linux Show in New York last week.

2) I am ambivalent about the merger, and won't come down squarely on either side until I have more information.

3) I think the fact that both firms have a strong international presence is an important feature of the combined companies.

4) I think that the outcome of the MS antitrust case will have a positive effect on BorEl.

5) I am very concerned about Senor Cowpland getting access to the cash in Inprise's account.

6) I think Inprise's cash should be distributed to INPR's shareholders, before the merger.

Fred
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