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

To: David R who wrote (447)	7/7/1998 8:00:00 PM
From: James Yegerlehner	Respond to of 5102

Re: "All news has been good:" I disagree. The last quarter's revenues contracted somewhat year over year (adjusting for VSGN). We have yet to see this enterprise stuff contribute more revenue than the older products have lost. I'm yet hopeful, but there's nothing yet that is convincing that Borland's investment in the Corba/Java/Anything-but-MS camp is going to withstand the MS juggernaut. I'd be glad to be convinced otherwise. Regards, Jim

To: David R who wrote (447)	7/7/1998 9:09:00 PM
From: Mark Bracey	Respond to of 5102

off topic I've been using Delphi 4 for a few days and am impressed with the IDE improvements. With class completion I can create my class declarations and press a button, and Delphi will automatically create the implementation of the functions, procedures, and even properties. Also, no more need to grep to find types declared elsewhere. Hit the CTRL key and all types become 'Links' with tool tips with the file name and line number. Press the link and it takes you there. Also, all classes, functions, types, variables declared in a file are displayed in a treeview which is continually updated as you type. Plus, function overloadingis now supported. I wonder when these will make it into C++Builder, especially since VC 6 is due in 2 montths: microsoft.com Only problems are I get memory exceptins here and there but Delphi seems to handle these better. (in Delphi, not my app)

To: David R who wrote (447)	7/7/1998 10:58:00 PM
From: TTOSBT	Respond to of 5102

Re: "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." I do not consider valuations comparison of Yahoo or internet frenzy buying to Inprise since there is no value in Yahoo at these prices everything has been discounted. INPR however should be higher (sounds as though you'd agree with this) and although no one will every know why buyer or investors are staying away from INPR (look at the volume) one can assume that due to the last three or more rises above $11-$12 a share, after Del made purchase statements, the share price went down. It seems they are in too heavy lotsa experienced competition in the transaction server business of which they have no experience, IBM with Tivoli, CA and ORCL. I'm sure there are a few others that I don't know the names of but like the article mentioned in previous post here stated: Quote "Inprise is trying to raise itself to the enterprise level," said Steve Garone, research director for applications-development tools at International Data Corp. in Framingham, Mass. "While the acquisition of Visigenic was a step in the right direction, [the company] is going to have to add some additional capabilities--particularly in the area of transaction support--to have an impact there." Transaction processing is one area that neither Visigenic nor Borland had focused on in the past. Although other elements of the applications server will come from a merging of the two companies' products, transaction processing is new. "We want to be more than just a middleware vendor," said LeFaivre. Extending Inprise's product capabilities into transaction processing and improved applications management will take the company far beyond its Borland and Visigenic roots. Inprise's new plans are drawing accolades from some surprising quarters, most notably from ousted Borland CEO Philippe Kahn, who now pilots Starfish Software Inc. just across town. "[Charles] Darwin said that the species which survived were never the strongest or the smartest, but the ones that were most responsive to change,"Kahn said. "[Distributed computing] is the natural evolutionary path for Borland." Unquote To boot this article ends with ousted CEO Philippe Kahn grading the company's progress and still refering to it as Borland. THATS THE PROGRESS DEL HAS COMMUNICATED SO FAR WITH HIS NAME CHANGE TTOSBT