INPR - Inprise to Borland (BORL) Message Board

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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: Sam Scrutchins who wrote (601)	7/22/1998 8:51:00 PM
From: TTOSBT	Read Replies (1) of 5102

Re: "At the same time, one has to also realize that we are only talking about 1/2 million or less to meet the estimate, or perhaps one good enterprise sale." Sam thanks for your level headed views. I do not have much of an IQ (for lbs's sleeping ears) so I would appreciate it if you could give me a better insight to the following logic: If Inprise only missed by 1/2 million is it not true that at the same time that represents a higher price ticket of enterprise products as oppose to the much much lower priced desk top SF items that made half a million more? May be I am a little too pushy but I remember hearing Del Yocum on national television over 9 months or so ago tell Bruce Francis that "Borland is back!" only to see him make a quick change and spend 19 million dollars of investors money to change that name. Then I read Del go from a 8quarter recovery to a 12quarter recovery 4 quarter into an up cycle recovery. What bothers me most about all this is I BELIEVE HIM and I do not DOUBT that he was being truthful at the time. But when you talk a positive and you know your going to have your first -albeit slightly, negative earnings report and you say your doing more than changing a name your creating a new and different company. You should give a little more effort to investors interest. There are much much bigger corporations and heads of those corporations who at least give as much consideration to their investors. Alright so may be the stock will not get hurt so much this time who knows? But is that for Del to decide? Did he sit up in his CEO chare and decide "Oh well it's only a half mill off we can make that up" Is that a good CEO of a public company? HONESTY IS THE BEST POLICY!!! TTOSBT

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