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

To: i-node who wrote (4139)	1/27/2000 6:54:00 PM
From: Bipin Prasad	Read Replies (1) \| Respond to of 5102

from Briefing; Inprise/Borland Corp. (INPR) 15 1/2 -3/8: provider of Internet access infrastructure tools and services records a Q4 loss of $0.05 per share, excluding non-recurring restructuring charge, four cents narrower than the First Call estimate, vs year-ago loss of $0.05; revenues fell 5.4% to $45.5 mln..... InSook Prasad

To: i-node who wrote (4139)	1/27/2000 7:19:00 PM
From: Mohammed Bhimji	Respond to of 5102

You're right. I don't understand why the stock is not doing better. Inprise/Borland has had good products in the past, and people that I know that use their new products are very happy with them. The new president and CEO looks to be doing a good job, they are hitting the right "buzzwords" and backing it up -- not just vapor-ware. Inprise could be a $50-$70 stock, but perhaps it will take much, much longer. My gut feeling tells me another 6mo to 1 year before we see any significant gains in the stock. Hopefully first quarter 2000 results are a little more positive.

To: i-node who wrote (4139)	1/27/2000 7:24:00 PM
From: Dennis Nicks	Read Replies (1) \| Respond to of 5102

I agree, the results were decent and the conference call, upbeat. One thing I was impressed by was the reduction in the average number of days for receivables. From my recollection, they essential cut the average time in half. This demonstrates increased efficiency and good financial management. Lets hope they can keep that up. Another notable was the results of the survey they did in conjunction with the JBuilder Foundation download. Only 6% of those that downloaded the program were existing JBuilder Customers. That's an incredible opportunity to gain some serious market share. Mentioned that margins are improving in the professional services group due to the restructuring of how those contracts are marketed, sold and serviced. There was also a slight increase quarter over quarter. Not bad considering IT work was being put-off until after Y2k. What were they writing down on the Scotts Valley Campus? Are they just adjusting the value on the books to the market value? I was wondering when they would use up the unexpended write-offs announced previously. The one thing I was disappointed with was the lack of questions from analysts. What was up with that? Did you hear Dale thank the people on the message boards for their support? Also, possibly a surprise to show off at next week's Linux expo. Let's hope its not another goofy "webvolution" thing.. Dennis

To: i-node who wrote (4139)	1/28/2000 1:26:00 AM
From: Ghassan I. Ghandour	Respond to of 5102

After hours, the street is punishing INPR which traded as low as 12 1/2. Earnings were on truck BUT revenues continue to disappoint. At the moment, I am holding NO share in INPR as many were taken away from me on Option expiration and sold the rest, on a spike, afterward. People, it seemed to me, were expecting too much too soon. I will be looking into buying back in tomorrow or in the few days to come. I think Dale did not have, as of yet, enough time to show his hand and the Linux products, which are in the pipeline, will propel this stock for the patient ones. If CPU ended up to be very profitable stock, to me, I am confident anything I will buy will do very well (just like CYBE, VICR, NOVL, AND, SBUX, TRID, SIII -- my only dog right now is U.) But, should I buy all in stocks or should I use a mix of buying stocks and selling puts. That is my debate, right now. Ghassan.