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Technology Stocks : BORL: Time to BUY! -- Ignore unavailable to you. Want to Upgrade?


To: Delbert W. Yocam who wrote (10338)4/30/1998 12:01:00 AM
From: shane forbes  Respond to of 10836
 
Hey Mr. Yocam!

RE: It got your attention!(Harsh - Great!)

How about International Business Machines? Catchy, isn't it.

---

Yes the name is harsh. But yes it did get my attention and best of all it has a "stick-to-itivness" - that is, a name that is hard to forget.

Now as you imply if the name is well backed up with winning technology, then one day not so long into the future CIOs and CFOs will associate Inprise with a big time Winner. And so we shall hope.

I think keeping the BORL name on the dev. tool side is a good idea since the prof. programmers (the hard core) guys don't see the old BORL as the weak company the CIOs perhaps saw the BORL of old (CIOs probably have long term and job security concerns - hence buy the only name MSFT - no one will fire them if MSFT fails. But if BORL had failed and the CIO had BORL as the basis of their development tools, then the CIO would have been shown the door.)

----

As to "International Business Machines" we now say IBM. The former is not as ungainly as Inprise BUT perhaps one day in the sameway that that moniker got shortened we will see people one day saying

IP

instead of Inprise Corporation.

--

In the chip industry IP stands for Intellectual Property - the buzz word for organized intelligence, the buzz word for integrating cores quickly and adeptly in the chip business and producing outstanding results in a very short period of time - the buzz word for efficiency, time to market, quick turn-arounds; the buzz-word for symbolizing the new RADical quick development high ROI paradigm. (honest I am not making this up - IP is a big thing in the chip business - it actually represents the objects themselves not the tools - but details details...- big picture, the EFFECT is the same.)

Think if IP were likewise associated with Inprise. It carries the right connotations for "Inprise Corporation" and one day we hope the same winning connotations in the minds of CIOs, CFOs and developers alike.


(now I don't think anyone in software has made first dibs on IP - so you are set...)

----

And sure you guys have my support and a lot of my assets.

I wish you well and thanks once again for dropping by. (so should the April 27, 1998 be Feb. 27, 1998???)

IP IP IP IP IP...

We will be On Top of the World baby!

----

Shane.



To: Delbert W. Yocam who wrote (10338)4/30/1998 12:35:00 AM
From: Jack Frosch  Respond to of 10836
 
Del,

As many have noted, the name change was a surprise and initial reactions vary. Almost everyone agrees, the success of Inprise will be determined by what products and services are offered, and how well they are embraced by the market. Those of us familiar with the Borland brand have always been impressed by the products. Many of us have been impressed with your performance during the turnaround and expect great things to come. You laid out a plan, are sticking to it, and have made progress against it.

Given the change in focus from a tools company to an enterprise tools and services company, has your original objective of one major product release each quarter changed?

Many senior IS managers rely on reports and recommendations by independent groups, such as Gartner, to define what tools are "Enterprise-grade." Recently, management at my client site eliminated a tool (PowerBuilder) from consideration as an "enterprise standard" solely based on one such critical report which dismissed it as a departmental-level tool. As you focus Inprise on the enterprise, what will be done to ensure Inprise tools and services are properly regarded - and categorized - by these influential analysts?

Finally, will the Borland Developer's Conference be renamed the Inprise Developer's Conference? Will the middleware tracks be beefed up to include topics on the application server and its associated technologies?

Thanks for visiting here. It's nice to see you out and about - and not in a Star Wars costume!

Jack Frosch



To: Delbert W. Yocam who wrote (10338)4/30/1998 1:58:00 AM
From: Neil Booth  Read Replies (2) | Respond to of 10836
 
Hi Del,

I was concerned at the size of the option grant that the board requested from shareholders recently.

A grant of 5 million shares is an awfully large dilution for a company that previous to the acquisition had only 39m shares and now has 50m. It's about 5,500 shares per employee. It's also one of the highest grant to outstanding share ratios in the industry.

If I were cynical, I would say it was an exercise in making staff costs look a lot lower than they really are. How do you account for the hidden cost to shareholders of such grants? Do you plan to counter such dilution by share buy-backs? Or just let it happen for the moment?

I'm a bit worried about this, and have seen no convincing answers / justifications for such grants on this thread.

Neil.



To: Delbert W. Yocam who wrote (10338)4/30/1998 12:37:00 PM
From: Bipin Prasad  Read Replies (1) | Respond to of 10836
 
Hi Del,

Is it too late to have a name contest from this forume?
Rod likes InfoNet. I like NetPrise. If s/he gets most votes
and gets selected as BORL's new company name, I'll transfer
my ten BORL stocks. How about that?

regards,

InSook Prasad



To: Delbert W. Yocam who wrote (10338)5/3/1998 11:29:00 AM
From: R. Martenson  Read Replies (2) | Respond to of 10836
 
Vote NO, demand a finished product. Will this name change increase
sales and profits? As a professional programmer my slant is
specific and Inprise does absolutley nothing good for my inclination
to buy a Borland development tool, other than confuse the professional
development community.

I still get confused as to whether Norton is a defunct company
just selling off out dated tools or a real viable entity/product.
When I hit the resellers for tools, the LAST product I look at is
anything with the Norton name because there is 'doubt' as too the
commitment to the product generated by the marketing confusing.

Borland ( again 90% will get lost on the concept this will still
be a valid name for a live and growing product family ) has an
opportunity to leverage their great development tools in one clear
and concise step. Put significant resources and marketing talent
into documentation and training tools that at least match or exceed
third party books and documentation.

The limiting factor for developers today is time, not the added
confusion of a corporate identity crisis. We have a hard enough
time selling change in the tools sets to management, let alone
trying to sell a tool set change along with an unknown entity like Inprise.

If I can convince my management team that the tools are productive
and it won't take me six months to find appropriate documentation to
decipher the minds of Borland engineers, we could knock the
competition of the map...and that would make Borland a star amoung
the entire development community.

If you fail to focus resources on developer sensitive issues ( i.e.
how to effectively use the leverage advertised in your products in
OLE, ActiveX, CORBA, JAVA integration, and effectivey demonstrated
how to reduce the astronomical cost of developers time and training)
and blind side the development community with 90% solutions and
marketing hype, our jobs become at risk and our ability to support
the company is diminished.

The development community, in my opinion, was waiting for the LONG
awaited superior documentation on how to use what is already
there... but instead we have to wait for thirdy party books to
explain why we should risk our reputations on a marketing ploy.

And as a stock holder...I will vote against the name change. I want
Borland to do what IBM, Apple, Northwest Airlines,
Johnson and Johnson and a host of other world class corporations
have done in tough times, do a better job and refine the product to
what the customer demands, don't try to change the customer to what
Borland want's. Borland IS the company...the product is the problem.



To: Delbert W. Yocam who wrote (10338)5/4/1998 3:23:00 AM
From: shane forbes  Respond to of 10836
 
Mr. Yocam:

How can we get some on those fine looking tasty Inprise cookies?

Shane.



To: Delbert W. Yocam who wrote (10338)5/4/1998 5:03:00 PM
From: Mark Bracey  Respond to of 10836
 
Del,

The graphics on the BORL/INPR web page related to the release of JBuilder 2 are less than awe inspiring.

Case in point: inprise.com
There are many more in similar or worse condition.

I know you've been busy, but an eye for detail is in order for such an important release, especially so close after the name change.

Mark



To: Delbert W. Yocam who wrote (10338)5/11/1998 8:25:00 AM
From: shane forbes  Read Replies (2) | Respond to of 10836
 
Hey Mr. Yocam:

biz.yahoo.com

Bingo!

I see a change and I like it!

First time that I can remember that Borland (of old) has put out a story of customer success. I have been clamoring for more of these kinds of releases (the earnings releases are too vague about the details of enterprise deals and 4 times a year is not often enough) and I hope this signals a change at your company.

I have seen other enterprise (esp. design automation) companies pound Yahoo et al with news (and rough dollar amounts if possible) of contracts won and other significant customer / product accomplishments.

They do this to reinforce the positive sentiment - in an industry such as software where competition is fierce it is crucial to keep the positive news coming. Winners shout, losers sulk.


Over time, people and stock-holders, in typical Pavlovian style, gradually change their expectations of the company from one of decay and moribundity to one of vibrance!.


Touche!

Shane.

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Text of Release:

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Monday May 11, 7:30 am Eastern Time

Company Press Release

SOURCE: Inprise Corporation

H&R Block Adopts Inprise Corporation's Technology for Key Tax
Preparation System

SCOTTS VALLEY, Calif., May 11 /PRNewswire/ -- Inprise Corporation (Nasdaq: BORL - news) today announced that
H&R Block, Tax Services, Inc. (NYSE: HRB - news), the largest tax preparation company in the United States, has
developed a new Windows-based tax preparation system using Inprise's award-winning Delphi and Borland C++ development
tools. The new system supports tax returns for the federal government and 45 states and supports electronic filing for federal
and all states in which tax returns can be electronically filed. The system was rolled out to more than 400 offices for use during
the 1997 tax season and will be deployed nationwide this month.

''Our tax preparers can do much more complex returns, more easily, with our new tax preparation package because of the
numerous enhancements that Delphi and Borland C++ made possible,'' said Neal Shaw, director of tax development at H&R
Block, Tax Services, Inc. ''The new system is fully object oriented, allowing us to add enhancements that simply were not
possible under the old DOS-based system. It displays all forms on screen exactly as they are printed and allows for
point-and-click navigation between forms.''

''We've rolled out the system to 400 offices this year and it was extremely successful -- the preparers loved it,'' said Judy
Keisling, vice president of operations systems at H&R Block, Tax Services, Inc. ''The new package provided a seamless
transition from the DOS system to Windows and its many features have enhanced tax preparation.''

According to Shaw, Delphi and Borland C++ enabled H&R Block to meet a rigorous delivery schedule and stay on budget.
''The technology helps us to be more competitive by providing our tax preparers with state-of-the-art tools.''

''H&R Block is one of the leading organizations in tax preparation and we are pleased they are using our tools to get their
projects done on time and on budget,'' said Zack Urlocker, vice president of marketing at Inprise Corporation. ''H&R Block
is a good example of a global company that is able to deliver more highly productive products faster-to-market with Inprise
technology.''

About Delphi and Borland C++

Delphi is a high-performance, high-productivity rapid application development tool for building scalable client/server and
distributed database applications. Delphi 3 includes easy one-step ActiveX control creation, new BusinessInsight for codeless
data analysis and decision support, and powerful new Internet capabilities for building and deploying advanced Web-enabled
applications. Borland C++ is Inprise's award-winning C++ development system for Windows programmers.

About H&R Block

H&R Block served more than 18 million taxpayers in nearly 10,000 offices in the United States, Canada and Australia in 1997.
It handled approximately one in every seven returns and 51 percent of all electronic returns filed with the Internet Revenue
Service last tax season. Founded in 1955, H&R Block Inc. (NYSE: HRB - news) is a diversified company offering tax
preparation services and financial products and services through its subsidiaries. Block Financial Corporation develops and
provides Kiplinger TaxCut(R) software for personal computers. In addition, the company offers mortgage loans through its
own retail operations and through a network of 5,000 mortgage brokers nationwide. Quarterly results and other information
regarding H&R Block are available on the company's Web site at www.hrblock.com. H&R Block, with corporate
headquarters in Kansas City, has 4,640 company owned offices and 4,500 franchise offices in the United States with
approximately 72,000 seasonal and 1,200 full-time employees.

About Inprise Corporation

Inprise Corporation is a leading provider of software and services that simplify the complexity of enterprise application
development, deployment, and management. The company is distinguished for its award-winning Borland family of rapid
application development products and for proven scalable middleware. Inprise integrates these offerings with application
management products to provide customers with an end-to-end solution. Inprise customers include information technology
departments and independent software developers around the world. Founded in 1983, Inprise is headquartered in Scotts
Valley, California and has operations around the world. Inprise has more than 900 employees worldwide. For more
information on Inprise, customers can visit Inprise Online at inprise.com.

SOURCE: Inprise Corporation

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