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

To: David R who wrote (4646)	2/24/2000 12:15:00 AM
From: Kiriakos Georgiou	Read Replies (1) \| Respond to of 5102

I have dumped most of my INPR, and was planning on holding the rest to vote against the merger. I see little reason to stay involved in this company. They just don't get it. May I suggest you ignore the stock price for the next couple of years. Borland has cash assets of $250M, and a tremendous opportunity to be a monopoly for companies wanting to leverage Linux to sell their apps, and trust me there is a ton of them, small and big. Actually I can see a good argument for software developers to use Delphi or BC++B for both Windows and Linux since Borland suggests that they intend to make the application code very portable between unix and windows. Can't you see it? They already have the best RAD in Windows, but they had to compete with MS. Now they will compete with no-one. Also, one thing that went un-noticed. Corel has already made deals in an effort to build the infrastructure for technologies traditionally not available by the the open source folks. Printing engines, display postscript, drivers for 'closed spec' video cards and multimedia devices to name a few - more to come. That's a good thing. I expect some of these deals to be exclusive and that will be the value added of the Corel version of the Linux OS. The ground will continue to become more and more fertile for prime time apps on linux. The only bad news is that I do expect MS eventually to embrace linux, so the Borland/Corel monopoly won't last forever. cheers, Kiriakos

To: David R who wrote (4646)	2/24/2000 5:53:00 PM
From: Ghassan I. Ghandour	Read Replies (1) \| Respond to of 5102

David, Thanks for describing your stock interests. I also hope some on this board have made some $$$ on NOVL's rebound as it hit the 30 level after I recommended playing the rebound then it shot all the way to over 35. As a speculative play, and instead of AND, I took a little position in EGGS when it hit a 52 weeks low two days before earnings. I thought that one could not be played up by the earnings expectation so it was kind of the opposite of NOVL. Well, the night before earnings it was hyped by its CEO and went up 2 points (to 13) the day earnings were going to be released after the bell. So, I bailed out, of course. Then earnings came out slightly better then anticipated and the stock gave back the 2 points. So I am back in. This is just to feel that I did play the Inet thing. Good luck with your investments ... Ghassan.