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Technology Stocks : INPR - Inprise to Borland (BORL) -- Ignore unavailable to you. Want to Upgrade?


To: TTOSBT who wrote (3211)7/19/1999 7:22:00 AM
From: Hans-Erik Eriksson  Read Replies (3) | Respond to of 5102
 
Hi,

I listened to Dale Fuller (CEO) speech at the Borland conference
last night (it was broadcast live on the net). Nothing really
revolutionary new, he announced Delphi 5 and Linux and Solaris
versions of JBuilder and also mentioned support for another OS
which probably is Mac. Also said new products were worked on in
the labs, but didn't elaborate.

He apologized repeatedly for the way that INPR had behaved towards
it's customers in the past years, and was directly critical towards
previous management (e.g. "we wont make any more expensive videos
starring the CEO").

He said that his first 12 weeks had been spent with trying to get
the internal moral up (didn't use those words), talking to
shareholders, and talking to technical analysts (who had said
that INPR has great technology, but lousy marketing).

In the Q&A he was asked if there was a buyout in the plans, and
answered that he couldn't answer yes or no to that. But that
he did believe there was a much greater value in the future for
this company, indicating that he is looking at a turnaround as
his first option.

Message he kept hammering in:

Developers Rule!
Speed Rule!
Responsibility Rule!

I believe there is a retransmission of the speech available at the
Inprise site.

I am typing this from memory, so above aren't exact quotes.

Sounded good though, I'll think I'll hang in there with my
holdings...

Best,

/Hans-Erik