Re: " Personally, I think Delphi will continue as a niche product with no hope of knocking out Visual Basic." I don't think the intent is to knock Visual Basic but to build new markets at the enterprise level for Delphi, JBulder, C++Builder and their enterprise database products. So far they have won over a number of large accounts, plus they have a large following. Anyway all the companies you mentioned INPR, MSFT, NSCP and AOL are a buy right now. INPR if they can deliver revenue and earning growth, and I am sure they will, then the share price will see $12 again this summer. However, because of the many changes including name change, business model, etc. we have seen a rather rocky ride in this stock. Del is not a share friendly CEO, but definitely an excellent product manager. Anyway, with so many share prices close to their 52 week low INPR is facing severe competition in attracting investors. Would you bet your money on any of these stocks INTC, LSI, VLSI, NSM, AMAT, DBD, HWP, QWEST, LLTC, TXN, ORCL or INPR. For this reason INPR cannot be a core investment. Their CEO has so far a poor track record for return on investment to the shareholders. My core position is BRK/B and INPR forms 7% of my portfolio.
Maher |
