INPR - Inprise to Borland (BORL) Message Board

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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: R. Martenson who wrote (309)	6/24/1998 11:26:00 AM
From: Maher Sid-Ahmed	Read Replies (3) of 5102

Regarding your statement: "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." Development tools represent a very small fraction of MSFT income and INPR does not represent any real threat. In terms of investment MSFT was by far a much better investment than BORL (or INPR) and still is. However, I don't think the party is over, it could be just beginning. I'll wait on this one another quarter and then I'll decide if I should sell my remaining shares and reinvest in MSFT or IBM or PG or DELL where there is ever hardly a downside. I moved most of my BORL investment to blue chip companies after I realized that Del Yocam does not understand WS and in turn does not look at return on investment to the shareholders. He should hire a president who is respected by WS to overlook marketing, PR and who is able to sell INPR future to the large investors and analysts. Being the second highest paid CEO in the software industry I think he should use part of his income to buy shares in the company he manages, not just depend on options. Maher

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