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

To: Bill M. who wrote (604)	7/22/1998 9:59:00 PM
From: max	Read Replies (1) \| Respond to of 5102

Ok, I'll be quite now for a few more years Oh hell no don't do that. Enjoyed the post. But what does obsu#@%$^ or whatever mean <g>. Seriously I am quite pleased with the way the day turned out. I was anticipating more of a haircut than we got today. In comparison IONAY has lost ab 8 points in the last few days and they met their expectations (.13 I think??). TTOSBT...chill out man. Unless you are margined to the teeth you will make out as we all will. I have a timeframe that takes me to next year sometime. I was hoping for a blowout quarter this quarter but realistically we can't expect them to be hitting on all cylinders just yet. I'll give Dell another one or two quarters to start seeing the real fruits from the acquisition. Can't wait till October, Max.

To: Bill M. who wrote (604)	7/22/1998 11:32:00 PM
From: David Miller	Read Replies (3) \| Respond to of 5102

condemnation of management, mainly for being lousy at investor relations Fair point, but I don't think that is the whole picture. It is one thing to have a vision, another to articulate it, and yet another to put enough evidence on the table to make it credible. Inprise seems to have an overall communication problem, not just with analysts. They have articulated their strategy, but in a way that is very broad-brush and hence tends towards the trite. The conference call sounds like it had that flavour, larded with easy shots like "six-figure deals", "taking business from Iona and BEA", "beefing up the professional services team", "partnering" etc. Their product announcements tend the same way - ITS was a long list of features, AppCenter the same. I think they may believe that simply by including a particular feature or capability, they have done enough. This "tick-in-the-box" approach is a hangover from their volume product business, where the feature list would appear on the packaging in this format. I hope they learn quickly that this is only a small part of what needs to be done. david