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

To: David Miller who wrote (360)	6/28/1998 3:37:00 AM
From: lbs	Read Replies (2) \| Respond to of 5102

It is entirely possible that Sippl wanted to start a new company where he could be CEO. After his positions and IFMX and VNTV, it is not unreasonable to believe that he was not interested in being #2. I agree that this announcement could have been better timed. I still believe that this is a three quarter story. If you take out the cash and the value of the building(120 million), INPR is trading at a compelling valuation if they can grow their enterprise sales. This is an execution story. The proof will be in quarterly revenues, and the % increase in consulting and enterprise sales. Time will tell, but I believe in Corba, and the integrated product offerings that INPR is offering. With their application server, I believe that there is tremendous upside to this story. For now, there is not much visibility on these operations so I understand why an investor would want to stay on the sidelines or at least be cautious.

To: David Miller who wrote (360)	6/28/1998 10:17:00 PM
From: Mark Bracey	Read Replies (1) \| Respond to of 5102

It's hard to imagine he would be upset with the INPR strategy. Why would he sell out in the first place. VSGN and his previous effort IFMX haven't been doing that well. And these two back end products seem to be more his Forte (TIC). Perhaps he is doing as a lot of people do. Build up,sell out, and start all over again. I've been through 3 mergers like this myself. Him moving on is far from uncommon.

To: David Miller who wrote (360)	6/29/1998 7:40:00 AM
From: Bipin Prasad	Read Replies (1) \| Respond to of 5102

Everyone I have spoken to who knew him said only good things about him - he was highly talented, a hard worker (always first in in the morning and last out at night), he was a visionary, a motivator and an inspiration to his people. Interesting. If you knew all these good things about him, how come you never mentioned these when he first joined BORL, but only when he left? Do you know any great things about new guy? later, InSook