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

To: i-node who wrote (5017)	7/25/2000 11:23:33 AM
From: Dennis Nicks	Read Replies (1) \| Respond to of 5102

Earnings conference call, sponsored by Starbucks (what's this with 5AM PST?). In any case, it was much better than the Q1 CC. Here's a link to the replay: vcall.com I'm very impressed by the new cost structure of this company. They mentioned that we will see a savings of about $1 million per quarter due to the sale of the Scotts Valley Facility, in addition to the increased interest from the $37 million realized from the sale. Some other notables: Kylix will be released somewhere in Q4, they mentioned no revenues from Kylix will be realized in Q3. Next Delphi release is pushed back until Q1 2001, so that they could work on getting Kylix out ASAP. Impact of Delphi delay may decrease Q3 revs by 5% with regard to Q2 (JBuilder, Enterprise and Services equal Q/Q). Revenue mix: 60% of total revs were from international markets Product mix: Delphi/C++ [31%] JBuilder [23%] Enterprise [23%] Services [23%] Continuing revenue streams from license deals with telecom cos are ramping up a little slower than hoped, but they were very positive on the deals. They mentioned that integrating the licensed product into a companies existing framework takes some time. In a related note, the formation of the ECommerce Framework was driven by customer demand, in helping integrate and deploy INPR enterprise solutions. Quarterly Interbase revs are 1.5 - 2 million, but have been falling from roughly 4 million a year or so ago. Management is now looking at expanding some marketing and direct sales force in key areas (remember, this was restructured last year). Overall, I'm pleased with the quarter. The only thing that is missing is increased revenues and I got the impression that management knew this and that they were working towards that goal. I'd be curious to hear other impressions. Dennis