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

To: Kashish King who wrote (269)6/20/1998 8:03:00 AM
From: Samuel J. Bennett  Read Replies (2) | Respond to of 5102
 
Rod; thanks for your comments...I'll be out in the am monday and get into Sybase.

sam



To: Kashish King who wrote (269)6/20/1998 10:38:00 AM
From: Maher Sid-Ahmed  Read Replies (2) | Respond to of 5102
 
Re: " Personally, I think Delphi will continue as a niche product with no hope of knocking out Visual Basic." I don't think the intent is to knock Visual Basic but to build new markets at the enterprise level for Delphi, JBulder, C++Builder and their enterprise database products. So far they have won over a number of large accounts, plus they have a large following. Anyway all the companies you mentioned INPR, MSFT, NSCP and AOL are a buy right now. INPR if they can deliver revenue and earning growth, and I am sure they will, then the share price will see $12 again this summer. However, because of the many changes including name change, business model, etc. we have seen a rather rocky ride in this stock. Del is not a share friendly CEO, but definitely an excellent product manager. Anyway, with so many share prices close to their 52 week low INPR is facing severe competition in attracting investors. Would you bet your money on any of these stocks INTC, LSI, VLSI, NSM, AMAT, DBD, HWP, QWEST, LLTC, TXN, ORCL or INPR. For this reason INPR cannot be a core investment. Their CEO has so far a poor track record for return on investment to the shareholders. My core position is BRK/B and INPR forms 7% of my portfolio.

Maher



To: Kashish King who wrote (269)6/21/1998 2:46:00 PM
From: i-node  Respond to of 5102
 
They should have spammed the industry with it and now it's too late. It's called investing in the future and thinking ahead

No. It's called trying to do business against a competitor who is using the unfair and illegal practice of pricing their product below actual cost in an effort to eliminate competition.

Why should a company be forced to give its product away for n-years before they are allowed to charge for it? How does this foster the growth of competition?


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