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

To: TTOSBT who wrote (4253)	2/3/2000 11:11:00 PM
From: Fred Gohlke	Read Replies (3) \| Respond to of 5102

TTOSBT, Last week you and I exchanged a few ideas. In the course of that discussion, I was very upbeat about INPR's future. I've changed my mind. I went to the Linux show in New York yesterday, and I was not impressed, either with the overall turnout or with the attendance at the Inprise booth. I've been waiting for this event because I thought it would re-light the Linux fires. That does not seem to be the case. As a result, I took down 2/3rds of my holding in three Linux-related issues this morning. I kept a third of each because I believe they have very good prospects, but I think the market looks a little dicey right now, and it looks to me as if Linux is going to take a little while to mature. It seemed to me to be unwise to keep large stakes riding on the success of these three companies. I don't recommend that others do as I've done. We all have our own individual opinions about the risk-reward ratio we are willing to accept. Fred