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

To: shane forbes who wrote (10533)	5/14/1998 11:24:00 PM
From: shane forbes	Read Replies (2) \| Respond to of 10836

more stuff (most important for last): ---- Empoyee Retention / R&D (to me this is key - the absolute key): - seen pickup in resumes - (the San Mateo advantage!) - 5 R&D centers - Scotts Valley, San Mateo, Japan, Singapore, Australia. - MSFT has stopped stealing employees - main problem is to make sure that employees being hired are not out going way ahead of what's needed (Del watching bottom line) - hiring FROM the likes of ORCL, IBM, MSFT ----- Miscellaneous: - Sippl is the CTO and adviser to Del, Kristen and evaluator of new technologies etc. Asked what was major delta between Tektronix and Inprise? - less revenue to work with here so must be careful with decisions - no room for error ----- Conclusion: (Sounded like a pretty relaxed bunch of guys here! Pizza & 'Jolk' included. Definitely focusing now and long term. Confident. MSFT goes to Inprise and asks for WFC support. Enterprise customers more comfortable. Resumes coming in. R&D working hard. Plenty of customer success stories available. Inprise ORB not junk! Looking to keep hiring more sales staff. Deployment revenue multi-year. Though I am a bit uneasy about the lack of revenue growth thus far, I have said before (heck Del has said before) this takes time - if people managed a company according to the stock market one year the earnings will be $5.00 the next year the company will go bankrupt. Though I have a few slivers of doubt (we really need that rev. growth Del!) it is tough for me to see Inprise as "struggling" at this point in time. On the contrary I think the party is just beginning. I would love to have the revenue growth to back me up or the reqular enterpise wins but have neither so for me I have to go on "faith". And sure a lot of people will say one big scam. Boy but if so this is one really well orchestrated scam! I don't get this sense of a big badly run company coverup as Jesse Belz and his gang have implied. Even though there will be lots of detractors [so what else is new?], I see nothing to raise any red flags longer term - things proceeding as advertised - but Del I want to see how good the AppCenter thingie is !!!) ---- Shane. (you know maybe the VSGN question was not the first. Maybe the first was the reason for the name change - the answer was this is a whole new company - "enterprise software solutions provider" - this ain't our father's Borland anymore!)

To: shane forbes who wrote (10533)	5/19/1998 1:12:00 AM
From: Jack Frosch	Read Replies (3) \| Respond to of 10836

Inprise had better not support the fracturing of Java into Microsoft Java and all others! "MSFT approached Inprise about supporting Windows extensions to Java - no decision from Inprise yet." Borland/Inprise has had few allies in this industry, but some of the strongest have been Oracle, IBM, and Sun. None of these powerhouses wants to yield Java's future to Microsoft. If Inprise helps split Java, they won't deserve support from in this industry except Microsoft - and the roads are littered with the corpses of companies who thought they could count on Microsoft's support.