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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: TTOSBT who wrote (552)7/21/1998 12:34:00 AM
From: Sam Scrutchins  Read Replies (1) of 5102
 
And if they don't beat the estimates I'll be twice as sorry.

TT,

I may be wrong, obviously, but I believe that Del is plenty smart enough to have warned about a failure to meet expectations, even a penny's worth. Revenue's may be another issue, however. Nevertheless, things are way too quiet lately, and I believe that we will either see good earnings, and/or a very positive conference call.

I am betting heavily on it, with new positions in Oct 7.5's. I may add even more tomorrow, before the bell, if Inprise trends down further. The stock has pulled back from its recent recovery high, probably due to MM's. This is likely to be about the best opportunity going to get in. If the stock tanks, I will probably add more to my position, perhaps further out towards January, unless the conference call is decidely negative.

Sam
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