Cube -
The conclusion you reached, about INPR, could turn out to be true. But, so far, my guts feeling tells me otherwise. Maybe my being long, right now, is influencing my feeling. The fact is, I don't see yet the sign of a failing company. I don't like yesterday's news about the guy leaving Inprise for Centura. I also don't like the huge salary that Del is getting. But, if he does deliver, finally, who cares? I will give the company ONE more chance. After a runup, which I feel is coming as small caps are not under pressure, anymore, if the stock goes back to 5, I will be out, for good.
Forbes has given some good reasons why the company is misunderstood by the investing community. At the same time, I do understnad David's down to earth concerns.
Regarding Del versus Schmidt, the irony of the stock market is that, just less than a year ago, I wrote on the Novell thread that Schmidt is trying to imitate Del as he announced that he was planning to release a new product every quarter. INPR was then at 12 and NOVL was still in the single digits. Both companies were the victims of MS's harsh competitive pressures. This is, maybe, why I felt the turn around, in the two companies, were similar. They both tried to find ways not to be in MS's path. Rather, they wanted to appear in good terns with MS. It is working for Novell (so far). Will it work for INPR? The jury is still out, on this.
Regards...
Ghassan. [Finally using Windows 98 on a brand new Toshiba note-book]. |
