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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: Karen Boucher who wrote (645)7/24/1998 12:18:00 PM
From: Dave Zajac  Read Replies (1) of 5102
 
In its article picking InPrise for its Editors' Choice award in Application Development, Software Magazine states "But as the company continues to increase its focus on corporate developers, it will have to walk a fine line to avoid alienating its loyal base of independent programers who stuck with the company through bad times." Del stated in his conference call that desktop sales decreased faster than anticipated.

The thread titled "It's official: Del has abandoned us" found on the company's news://forums.inprise.com/borland.public.delphi.non-technical newsgroup may be a clue to why EPS and subsequently share price is lower than it might otherwise be.

It would appear that InPrise may be squeezing its customers into choosing Enterprise tools even though the customer is not developing Distributed Object applications. In the long run you can't win, if you try to do it at your customer's expense.

David Zajac
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