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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: Maher Sid-Ahmed who wrote (228)6/16/1998 9:24:00 AM
From: Edward F. Horst Jr.  Read Replies (1) of 5102
 
Three objectives of management were to increase shareholder participation, increase analyst coverage and improve institutional activity and interest. This at a time when the entire business model has changed to an Enterprise solutions vendor with an entirely new distribution model. I continue to believe that the stock price is a reflection of the lack of information as to how all this is doing, including the Visigenics assimilation. Announce enterprise sales specifically, or announce how many $1M deals have been signed on a comparative basis, or announce significant partner relationships which will enhance enterprise sales, etc. Short of any type of guidance, the market is left to deal with all the uncertainty and negatives which Borland has earned previously. We are left with having faith in Del and his 100% new management team, plus waiting for the quarterly results. If this is an industry or market situation, I respectfully disagree!
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