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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: Mark Ableson who wrote (2164)2/10/1999 12:40:00 PM
From: Carlos Leyva   of 5102
 
Mark,

I am considering adding more shares and for the some of the same reasons (i.e. averaging down somewhat). Fundamentally I believe that Inprise has strong technology in a space that is important to the ABM (Anything But Microsoft) crowd - IBM, Sun, Oracle, AOL, etc. Recent announcements from Oracle that endorse Visibroker support this view. It is NOT in Microsoft's best interest, obviously, to support ABM's CORBA/Java/EJB enterprise vision. Inprise has a role to play and hopefully their revenues and earnings will begin to reflect this, or maybe (hopefully?) one of the ABM crowd decides that they need to own this technology<g>. I have been long and patient longer that I would have liked but that's the nature of the beast.

Carlos
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