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

To: ED_L who wrote (3352)	10/19/1999 8:17:00 PM
From: Lewis Edinburg	Read Replies (2) \| Respond to of 5102

I agree with everything you say but I am still puzzled because the CEO (Dale Fuller) is nearing the end of his six month contract which, as far as we know, was based solely on performance. He had zero (or negligible) salary and all his potential compensation was due to stock options. To me that means that he had a fast mission to do something dramatic to get the stock price up. While the steps taken recently would be good signs for a company that is improving itself, they don't seem compatible with a quick turnaround. Does anyone know if Fuller's contract has been revised from what was published originally?

To: ED_L who wrote (3352)	10/20/1999 10:15:00 AM
From: John Solder	Read Replies (1) \| Respond to of 5102

I don't agree with your thought that managers won't buy software from a company with a stock price below $10. IMS groups are delving into the world of Linux without there being a Linux company behind it. People kept buying Sybase when they took a huge boot to the head. What is keeping many managers from committing to Borprise tools is the shaky company image being presented over the last several years. Most people began to doubt the viability of Borprise as a company. Why commit to a tool set backed by a company that may be gone or abandon the product in a year or two ? Strong, stable management conveys a message that the company will be around in a few years. CA for example, Charles and Sanjay don't produce the best tools in the world, but the world knows CA will be around in 5 years and will offer a migration solution if the toolset goes away. INPR is just the type of struggling software company CA likes to pick off. If Dale looks too hard he may find himself in Charles' back pocket.