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

To: John Solder who wrote (3466)	11/29/1999 3:49:00 PM
From: Elsewhere	Read Replies (1) \| Respond to of 5102

I'm sitting here trying to fathom how RHAT can go up $40 on Friday and another $32 today. Someone please explain how RHAT is worth $250 per share when their primary products are available practically for free? YHOO's products are free, too. YHOO now sports a market cap of $60 billion, more than three times as much as RHAT ($17 bn). So RHAT probably looks like a steal to the day-trading masses. Hey, INPR ought to give away all its products, too, in order to reach its long-ago all-time highs faster.

To: John Solder who wrote (3466)	11/29/1999 4:20:00 PM
From: i-node	Read Replies (1) \| Respond to of 5102

I'm sitting here trying to fathom how RHAT can go up $40 on Friday and another $32 today. This stock is clearly just overpriced by a market that has no understanding of the product offering. While I would disagree that the product is available for free (there is a vast difference, for the typical user, between installing a RHAT release of Linux and an internet downloaded version), I certainly think the intrinsic value that ought to be driving the stock price is absent. If you look at intrinsic value, Borland has much, much more to offer than RHAT, despite its having a miniscule market cap by comparison. Interpretation: Borland is way, way underpriced; RHAT is way, way overpriced. OTOH, there is a "virtual" stock market where you can buy shares of imaginary stocks -- stocks with NO intrinsic value -- and the market bids those stocks up as well. A little too flaky for me, but some people are doing it--with real money. (sorry, can't find the link).