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

To: Sam Scrutchins who wrote (601)	7/22/1998 8:51:00 PM
From: TTOSBT	Read Replies (1) \| Respond to of 5102

Re: "At the same time, one has to also realize that we are only talking about 1/2 million or less to meet the estimate, or perhaps one good enterprise sale." Sam thanks for your level headed views. I do not have much of an IQ (for lbs's sleeping ears) so I would appreciate it if you could give me a better insight to the following logic: If Inprise only missed by 1/2 million is it not true that at the same time that represents a higher price ticket of enterprise products as oppose to the much much lower priced desk top SF items that made half a million more? May be I am a little too pushy but I remember hearing Del Yocum on national television over 9 months or so ago tell Bruce Francis that "Borland is back!" only to see him make a quick change and spend 19 million dollars of investors money to change that name. Then I read Del go from a 8quarter recovery to a 12quarter recovery 4 quarter into an up cycle recovery. What bothers me most about all this is I BELIEVE HIM and I do not DOUBT that he was being truthful at the time. But when you talk a positive and you know your going to have your first -albeit slightly, negative earnings report and you say your doing more than changing a name your creating a new and different company. You should give a little more effort to investors interest. There are much much bigger corporations and heads of those corporations who at least give as much consideration to their investors. Alright so may be the stock will not get hurt so much this time who knows? But is that for Del to decide? Did he sit up in his CEO chare and decide "Oh well it's only a half mill off we can make that up" Is that a good CEO of a public company? HONESTY IS THE BEST POLICY!!! TTOSBT

To: Sam Scrutchins who wrote (601)	7/22/1998 9:35:00 PM
From: Bill M.	Read Replies (2) \| Respond to of 5102

I have sat on the sidelines and watched this thread for years, but enough is enough. Sam, I couldn't agree with you more: this is a company in turn-around. The vitriolic condemnation of management, mainly for being lousy at investor relations, obfuscates the core issues. By my analysis, Inprise is succeeding at reinventing the company with its enterprise vision. They have been directed and single-minded in this goal and have taken some serious short-term hits as a result. They understand that the desktop business is history and are positioning the sales efforts toward the enterprise . . .and making some important, strategic wins. Everything I see about the source of the sales dollars is exactly in the right direction. To me, Del said a few subtle, but important things in the conference call: 1) They are beefing up their Professional Services group. This is vital to continued enterprise success and could become a huge profit center. 2) They are partnering with other enterprise solution providers. . .a great way to leverage their sales efforts. 3) He stressed the enterprise versions Jbuilder and C++ Builder, but said little about Delphi. C++ and Java are what the developer community craves, not Pascal. 4) We, as investors, have to understand that the revenue stream from enterprise sales can, at times, be erratic . . .we'd better get used to some "lumpy" quarters. Of course, as an investor, I too would love Inprise to be more cognizant of its shareholders' need for information. I hope they put some effort into this area (it does seem like their pr efforts are improving). Over many years I have had varying positions in Borland and now, Inprise, and am net ahead (way ahead) on the stock. I plan to hang in there longer. INPR did not totally crater today. . .below 7 for awhile, but above it at the close on less then average volume. . .the technicals held. Ok, I'll be quite now for a few more years..