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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: Philip Copeland who wrote (1944)1/13/1999 3:03:00 PM
From: Dennis Nicks  Read Replies (1) of 5102
 
A few things to think about for the quarterly earnings..

1. We now have a consulting group contributing to the bottom line. Any idea what the quarterly revenue from Apogee was? I don't even remember how many consultants they have, which is a place to start in the revenue game.

2. As Charles pointed out, INPR is hiring sales, marketing, installation techs etc. The product line is mature enough that we can hit the enterprise market full force.

3. The enterprise software line has been selling for over a year now. We should begin to see increases in license royalties.

Inprise is still a turnaround play. I really like the way Inprise has leveraged their existing products and market. Sure, we're not seeing the earnings growth right away. But the company is profitable, is consistently bringing out new products and upgrades, is responding to customer requests (with the exception of Linux) and is going after vertical markets. We've come a long way from the shrink-wrap tools/database company...

Dennis
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