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

To: lbs who wrote (300)	6/23/1998 12:56:00 PM
From: Maher Sid-Ahmed	Read Replies (1) \| Respond to of 5102

" I think that INPR is under the radar screen of Wall Street for the present time." If it was then we would have seen some share price appreciation on a day when the Nasdaq is up 26 points. You are right this is a six month story. I think the market is waiting for the next earning announcement to decide if this share price should go above 10 or linger at 7. Last quarter earning was $-0.27 and Profit Margin was only 4%. Estimate for this quarter is $0.04 and for the year $0.23. If they beat estimates and improve margin then the share price should rise to meet next year expectation of $0.50 a share and at P/E of 35 (average for software companies) we should see $17 or better in 3 to 4 months. If they don't meet expectation then we are stuck in neutral for sometimes to come. Maher

To: lbs who wrote (300)	6/23/1998 7:15:00 PM
From: Dennis Nicks	Read Replies (1) \| Respond to of 5102

I've been invested in Borland/Inprise for over a year now. I bought with the anticipation of having the stock for at least a year. Looking back on the whole experience, I could have made a hefty sum trading in and out. Unfortunately, it's only hindsight that's 20:20. I'm anticipating some action this summer, primarily during the Inprise technology conference in August. It should be a very different crowd than the years previous. If there is a big showing from the enterprise crowd, I think we'll be able to say we've seen a transition from shrink-wrap dependence to a good mix of shrink-wrap and enterprise sales. There may even be enough news to get some deserving attention from the Street. Interesting that the conference isn't really coinciding with a normal earnings release. There was a lot of speculation last year with people wanting to play the earnings game on Borland. There was a good pop in the stock price and some on the thread missed it.. Dennis