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Technology Stocks : INPR - Inprise to Borland (BORL)
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To: David Miller who wrote (360)6/28/1998 3:37:00 AM
From: lbs  Read Replies (2) of 5102
 
It is entirely possible that Sippl wanted to start a new company where he could be CEO. After his positions and IFMX and VNTV, it is not unreasonable to believe that he was not interested in being #2. I agree that this announcement could have been better timed.

I still believe that this is a three quarter story. If you take out the cash and the value of the building(120 million), INPR is trading at a compelling valuation if they can grow their enterprise sales. This is an execution story. The proof will be in quarterly revenues, and the % increase in consulting and enterprise sales.

Time will tell, but I believe in Corba, and the integrated product offerings that INPR is offering. With their application server, I believe that there is tremendous upside to this story. For now, there is not much visibility on these operations so I understand why an investor would want to stay on the sidelines or at least be cautious.
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