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

To: Maher Sid-Ahmed who wrote (4191)	1/29/2000 8:58:00 AM
From: Big Dog	Respond to of 5102

Maher: You stated, "The announcement regarding the deal with Cisco left us all guessing at the value of the deal. I for one thought that this deal should add at least $10 million to the bottom line - obviously it did not." I think that it's too soon to reach that conclusion. The new products announced during the Fourth Quarter are listed below. The Cisco deal was announced in November. How much that contract is worth and how INPR will be compensated is not known to me. I would think that the licensing arrangement did not involve a large lump sum payment, but rather royalties tied to the success of Cisco's product. As a result, the benefit of the Cisco deal will be felt in 2000. In December, INPR announced the shipment and immediate availability of the Inprise Application Server 4.0 and VisiBroker for Java 4.0, its Object Request Broker (ORB). In December, Sun MicroSystems licensed the JBuilder Just-In-Time compiler (JIT) for Linux from Inprise to complete the Java 2 Software Development Kit (SDK), necessary for running high-performance Java applications on the Linux OS. JBuilder 3 Enterprise, Solaris Edition, one of the industry's leading enterprise development tools for the Java(TM) platform became available in November for the Solaris(TM) operating environment. In November, VisiBroker CORBA Object Request Broker (ORB) began to be utilized in Cisco Systems' CiscoWorks2000 family of enterprise network management products. *InterBase version 5.6, the latest version of Inprise's embedded database solution. As of October, this new version was available on the Novell NetWare and Windows platforms.

To: Maher Sid-Ahmed who wrote (4191)	1/29/2000 11:22:00 AM
From: Big Dog	Respond to of 5102

Maher: If you listen to the conference call, you'll hear CEO Fuller talk about how VisiBroker was released too late during the 4th Q to have an effect on revenues. For reference: In November, VisiBroker CORBA Object Request Broker (ORB) began to be utilized in Cisco Systems' CiscoWorks2000 family of enterprise network management products.