Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Cube who wrote (648)	7/24/1998 12:17:00 PM
From: Lewis Edinburg	Read Replies (1) \| Respond to of 5102

Yocam has just announced a stock repurchase plan, and that may definitely help. But it may take some time for investors to believe that Del is really serious about the stock and the shareholder Buying back a mere 1 million shares (especially while the stock price is so low) can only be considered a symbolic gesture. The one million shares don't come close to the dilution our (people who bought on the open market over past couple years) shares have experienced. I would be encouraged to even have Inprise announce a plan to buy back shares in the future (even if it were mentioned as a commitment to do in the future once revenues get to a certain point) as you described MS does to offset the effects of all the options being given out to employees.

To: Cube who wrote (648)	7/24/1998 3:37:00 PM
From: Karen Boucher	Respond to of 5102

Cube, I appreciate your knowledge of the stock market - thanks, that actually all made sense. - Karen

To: Cube who wrote (648)	7/25/1998 1:16:00 AM
From: Aspect	Read Replies (2) \| Respond to of 5102

Advantages and Disadvantages of different technologies and value of Inprise. All the past discussions concerning advantages and disadvantages of different technologies, in my opinion, are complete irrelevant to the value of Inprise. The real problem is that Inprise/Borland's products delivering these technologies are always Too Little, Too Late. It's not really important what the future holds for a particular technology (eg, Java, COM) or what the total revenue from that technology-based products will be. What is important to most members of this forum is that Inprise is not in a market leader in any product that delivers these techologies. I believe Symantec's Cafe has greater market share and derives more revenue than Inprise's JBuilder does. How was that allowed to happen when Borland was first to the market with Java support included with their C++ package? As for C++, Microsoft Visual C++ almost essentially dominates the C++ market for Windows. How did that happen when Borland used to be the only C++ package on the market? As for Visigenic's middleware, Iona, an Irish company that just focuses on CORBA middleware, has greater revenue and greater profits than Visigenics ever did. As for Delphi, Microsoft's VB generates far greater revenue not just for MS but for all the developers using VB. So who cares if Delphi is technologically a superior product? As for databases, dBase and Interbase are are probably insignificant revenue sources. So, for every technology for which Inprise develops a product, some other company always makes more money and owns a more "relevant" market share than Inprise does.