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

To: i-node who wrote (4802)	3/27/2000 12:39:00 AM
From: TTOSBT	Read Replies (1) \| Respond to of 5102

Has anyone with good knowledge of the tools business had any thought about what the big customer's of INPR's tools might be thinking about what they have to face under the receivership of CORL? SUNW, ORCL, MSFT, IBM etc. would they still have the same relationship with Corel? Isn't a good deal of that $250,000,000 from MSFT fees? Wouldn't one assume that MSFT will not renew any future fees under Corel? And might the same be true of some of the others? It seems to me that Fuller and the BOD's put an awful lot of faith in Linux taking off big time? They are going to have to explain and sell those plans to the shareholders at that meeting without the help of share price of either CORL or INPR. I imagine they have hopes that the DOJ is going to give Linux help in digging into MSFT's world? Finally if Linux will become big enough to make a big dent into MSFT's world there is plenty of time to get into companies who will benefit and especially INPR, CORL or CORL/INPR whatever it may become. RHAT seems a better choice for that type of rebound. INPR was the bell of the ball who went with the filthiest guy there. Now their only hope is to become a good looking tramp! TTOSBT

To: i-node who wrote (4802)	3/27/2000 1:17:00 AM
From: atvcb	Respond to of 5102

It is useful as well as educational to me to learn that different people can interpret events completely differently. Here are some: 1. "It should be clear to Fuller & the Board that a mistake has been made." To me, Fuller and the Board do not believe they have made a mistake, not at all. They see the current situation as a short term stock price fluctuation and has nothing to do with the long-term merits of the merger (that only they can envision.) Not only I do not think they believe the merger is a mistake, I do not think they believe the 0.747 ratio without a collar is a mistake, nor do I think they believe the 0.747 ratio is a mistake. 2. "I do not think Fuller & the Board started off trying to disregard the shareholders' interests. To me, it is not that they disregard the shareholders' interests; It is that they simply never have the shareholders' interests in mind. 3. "Merrill's position is abundantly clear." To me, Merrill's position is anything but clear. What is a No rating? Do they mean Corel is nothing and hence no to the merger? or do they mean let's wait and see what comes next? It is a opinion without a conclusion.