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

To: John Solder who wrote (4028)	1/12/2000 2:40:00 PM
From: Dennis Nicks	Read Replies (1) \| Respond to of 5102

I'm not sure when the 'show me the money' earnings will be released, but the '99 Q4 earnings are to be announced Jan 27 at 1:30 PST. Who knows how the quarter will turn out. My guess is that we'll have to wait for the REAL show me the money earnings statement. My guess is the 2000 Q2 earnings will be where we see a significant pickup in revenue. The way Inprise is leveraged with large fixed costs, increases in revenue over $50 million will show some great profits. I for one would like to see the $40 million in yearly R&D investment pay-off. Its obvious to me that the new Linux tools are a product of that expense, along with the ASP tools. So it looks like money well spent. 2000 will be a good year for Inprise with the Linux market being hot and the ASP market taking off. I found an interesting quote regarding the ASP market and how it will affect Inprise. NZInfoTech interviewed Graham Porter, the marketing director for Inprise in Sydney after a "exceptionally large" ASP deal. The last line of the article says it all: He predicts that in a year's time, Australia and New Zealand will be turning over three times the revenue they are at the moment. infotech.co.nz If this is any indication as to how Inprise will be doing by year-end, we'll be doing just fine! Dennis

To: John Solder who wrote (4028)	1/13/2000 7:11:00 AM
From: Big Dog	Read Replies (1) \| Respond to of 5102

John: As you know, INPR started its turnaround efforts in early 1999. The benefits started to show during the third quarter (ending on September 30, 1999) and all signs indicate that this will continue into the fourth quarter: Message 12517931 But the new INPR Lynux products (supporting SUNW's Java Linux product) have only started in earnest during the current quarter and Kylix will begin mass production sometime during the next month or two or three. So, the "show-me-the-money" explosive earnings growth will show-up during 2000. Now, Wall Street usually "anticipates" this new earnings curve 4-to-6 months ahead of time (unless you're an IPO which means a 3-to-4 year forward-looking period). Perhaps, Dennis is correct. The Needham presentation today should be informative.

To: John Solder who wrote (4028)	1/13/2000 6:41:00 PM
From: Big Dog	Read Replies (1) \| Respond to of 5102

INPRISE CORP: (INPR) $14 1/2 Up $2 3/8 and traded on the Nasdaq Stock Exchange...... Don't ever give up hope!! On Wednesday, we received several emails concerning our opinion on Inprise. Our opinion is the same. The company is one of the strongest in the Linux sector. Speaking from strictly a technical perspective, a close of $15 or above would be extremely bullish which could conceivably take the stock back to new highs!! Add the persistent rumors to the fundamentals, and the stock could easily trade up into the mid $20's We're still hearing rumors of a deal with Red Hat (RHAT - $131) and Cisco (CSCO - $104). Yesterday, INPR announced its plans to invest $60 million in start-up businesses focused on wireless technologies, Internet Access Infrastructure, and Linux applications and technologies. www.marketdigestonline.com