Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: TTOSBT who wrote (4156)	1/28/2000 12:50:00 PM
From: Dennis Nicks	Read Replies (2) \| Respond to of 5102

TTOSBT, I'm seeing a pattern here. Every quarter, you seem to think the revenues are going to blast off and after each earnings announcement you moan and groan about it. If you look at more than just the end of quarter revenue numbers, you see a more complete picture. I'm going to simplify things by assuming flat revenues Q/Q (which was the case). Here's the breakdown of revenues from the product mix (Thanks Dale for this info!): Product: Q4 / Q3 / %change Delphi/C++: 39% / 49% / -20% JBuilder: 14% / 13% / +8% Enterprise: 22% / 17% / +29% Services: 25% / 21% / +19% Even though these are Q/Q numbers (it would be nicer to have year/year), this gives you a pretty clear idea of what is going on with revenues. The "old Borland" products show a decreasing revenue stream of -20%. This is significant because the decreasing revenue stream accounts for almost 50% of the total revenues. The good news is that the other 50% of revenues are growing at better than 20%. The next thing to do is to look at the market potential of the new products compared to the old and get an idea of future revenue from the new business. I don't have the exact numbers, but I can say with some certainty that the enterprise computing market is huge. So, now add onto this future revenues from the Kylix project and you've just tapped a completely new market with practically no competition in that space (for RAD tools). The great part about the Linux tools is that it is a scalable business model for Inprise/Borland. They already have all the resources to put these tools together, support them, sell them etc. They have been doing exactly that for years. The margins on their tools business are fantastic, so this should be very good for the bottom line. So, sit back, take a deep breath and be patient. I know its frustrating that they can't grow revenues at 200% year over year, but that's what happens when you are starting with over $200 million yearly revenues and not $10 million. Dennis

To: TTOSBT who wrote (4156)	1/28/2000 1:09:00 PM
From: Big Dog	Read Replies (3) \| Respond to of 5102

TO ALL: It's unbelievable, the way most of us can't see the "forest for the trees." Wasn't it David Ray or Dennis Nicks that asked several times "Why would any of you on this Board expect explosive growth in the Fourth Quarter, when the positioning for growth in the "new areas" of focus for INPR, such as, (i) the Linux strategy (including open-sourcing Interbase); (ii) the B-t-B strategy (including recent contract arrangements with Cisco); (iii) its newly developing wireless strategy, (iv)its venture capital strategy, and (v) the roll-out of its growth plan strategy for its WindowsNT, Solaris, etc. development tools, have just been unveiled in the Fourth Quarter and some of the "key" products (i.e, Kylix) are not out yet? Didn't CEO Fuller just come on board less than a year ago? Hasn't he improved the earnings direction of this company drastically (positively) in this quarter and the 3rd Quarter? Doesn't it make sense to take these non-recurring write-downs in 1999 to give us a fresh, momentum building start in 2000? Whether you guys are in INPR for the growth or the take-out option, every move that CEO Fuller has made is getting us towards either goal. Please re-read every press release the company has put out this year. Please read the latest SEC report. Please re-read the last 200 posts on this message board. If you don't see the excellent opportunity that awaits us in 2000 and beyond, I suggest that you invest in another opportunity.