INPR - Inprise to Borland (BORL) Message Board

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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: Dennis Nicks who wrote (308)	6/23/1998 10:15:00 PM
From: R. Martenson	Read Replies (1) of 5102

Frankly, I think the party is over. With Visual 6.0 coming soon and Microsoft's court reprieve, we have one pissed off giant ready to thrash around a bit. I suspect if Builder or Delphi start impacting on Microsoft development tools, MSFT will put the price squeeze on Borland which will hold down sales. With Microsoft's edge, the upcoming political turmoil, the year 2000 risk and Borland's nack for putting major resources in name changes I think it will be at least 2 years before we see $15 in this stock. I also believe well before year end, Mutual fund managers will start raising cash and getting set for both year end profit lock in's and protection against up coming Y2K risks in all tech stocks. I still love the tools but I am fully out of Borland as an investment(INPR). I'll get back in the game when it starts the 4.75 - 8.00 trading range. Like Warren Buffet...it's time to start buying metals and hard commodities (IMHO).

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