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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: i-node who wrote (4802)3/27/2000 1:17:00 AM
From: atvcb   of 5102
 
It is useful as well as educational to me to learn that different people can interpret events completely differently. Here are some:

1. "It should be clear to Fuller & the Board that a mistake has been made."

To me, Fuller and the Board do not believe they have made a mistake, not at all. They see the current situation as a short term stock price fluctuation and has nothing to do with the long-term merits of the merger (that only they can envision.) Not only I do not think they believe the merger is a mistake, I do not think they believe the 0.747 ratio without a collar is a mistake, nor do I think they believe the 0.747 ratio is a mistake.

2. "I do not think Fuller & the Board started off trying to disregard the shareholders' interests.

To me, it is not that they disregard the shareholders' interests; It is that they simply never have the shareholders' interests in mind.

3. "Merrill's position is abundantly clear."

To me, Merrill's position is anything but clear. What is a No rating? Do they mean Corel is nothing and hence no to the merger? or do they mean let's wait and see what comes next? It is a opinion without a conclusion.
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