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

To: TTOSBT who wrote (446)	7/7/1998 6:26:00 PM
From: David R	Read Replies (3) \| Respond to of 5102

RE: Borland or Inprise hasn't disappointed with earnings only Del's statements have caused the share price to fall. I disagree. A bizarre market with some very strange valuations has caused INPR to fall. Fundamentally, INPR is as strong or stronger than it was just a few months ago (after the VSGN deal). There is no reason for the drop from 10 to 7. All news has been good. New products are still rolling out, etc. The problem is the market, not Del. In the same time that INPR has lost ~120M in market value, YHOO has gained ~5B. This is absolute madness. INPR has real value and it is substantially more than current. YHOO has value, but somewhere around $500M - $1B (optimistically). INPR will go up, and YHOO will go down. neither has any other place to go.