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

To: Steve C. who wrote (10530)	5/14/1998 10:22:00 PM
From: Lewis Edinburg	Read Replies (2) \| Respond to of 10836

Inprise will be on internet chat tonight: Did anyone participate in it? I wasn't able to. I'd be interested in finding out what was discussed. For example, did the topic of the dilution of share value because of all the options come up? Did anyone ask Del what steps would be taken to improve the stock price?

To: Steve C. who wrote (10530)	5/14/1998 10:24:00 PM
From: Robert G. Bianchi	Respond to of 10836

Nice time-slot, right in the middle of the last Seinfeld. Right up there with the name change! Maybe when Titanic makes it to Television, they can schedule the next chat. Bob

To: Steve C. who wrote (10530)	5/14/1998 10:35:00 PM
From: shane forbes	Read Replies (3) \| Respond to of 10836

Steve: Thanks a bunch! I listened and got some nice nuggets of information. Here's some (all my paraphrasing - with more of my stuff in ()) ------ Financial: - 3 anlaysts covering now expect 6 at end of quarter - a marked pickup in interest in the last 3 months (looks like Del's wanting more coverage has worked - of course VSGN merger helped here!) - Expects GM to be at least 80% going forward. With Services GM drops (as is usually the case). - Does not care about what %ge of revenue growth comes internally as opposed to thru acquisitions. (CAGR must be 40+% next 3 years) - Acquisitions will be funded by pooling - preferred method - since customers want to see financial strength and nothing better for financial strength than cash and lots of cash - IONA/BEA good comparison group for stocks - FRTE too proprietary. - KEY: Deployment revenue means the revenue streams can last for years. (this bodes well for the future - again the key is can Inprise sign up customers - if they can we are likely golden well into the future) ------ Why VSGN merger (first question)? - "meat on bones" - support for CORBA - sees "inflexion" point in market - oodles of customer interest - linkage CORBA and JAVA ------ Technical: What is special about Inprise's AppServer? - no good answer given? other than Java on CORBA??? Benefit over IONA? - VSGN ORB offers greater performance - ITS coming in summer (not sure if IONA involved here) Linux Interbase? - several thousands of downloads in first few days almost blew servers! - had to mirror - using this as a test to see interest "MSFT Java" version? - already strong 100% Java supporter. MSFT approached Inprise about supporting Windows extensions to Java - no decision from Inprise yet. - I think at that point Del mentioned that they will do what their customers want (after all Windows dev. tools & MSFT connection really strong!) VB to Delphi migration tool? - (not sure of answer - I think it was said 80% could be migrated and then pain to do rest?) Better Documentation? - high priority dBase? - evaluating future versions (depends on customer interest etc.) IntraBuilder? - "folded" into AppServer --- more later --- Shane.