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

To: Big Dog who wrote (4035)	1/12/2000 11:07:00 PM
From: Dennis Nicks	Respond to of 5102

Darrell, that's my point: Licenses and other revenue 85.0% Service revenue 15.0% Since the licenses include both enterprise/ASP tools as well as the Delphi et al. tools, we won't notice an increase in ASP revenues reflected in the licensing. We'll see it first in the service revenues. Its nice to have that BEAS break-down of 60/40 licensing to service. We can use a similar breakdown to get a ballpark idea of what enterprise licenses and traditional development tool licenses are. I hear Mr. Fuller is pitching INPR at the Needham growth conference (an invited pitch). If I remember right, Needham downgraded INPR last year about this time. Maybe we'll see a reversal of that after tomorrow. Dennis