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

To: alex rosenzweig who wrote (671)	7/25/1998 5:41:00 PM
From: TTOSBT	Respond to of 5102

Re: "We MIGHT even get some encouraging news earlier: during Tuesday's analyst call, Del stated "we want to blow the lid off the $46m revenue figure", emphasized the exponential growth of 6-figure deals, especially several which are expected to close "within 30 days", and promised the Analysts some guidance "right after Borcon", i.e. mid August..." Fair enough. With the bay back that may be enough to stop the bleeding(?) We shall see. TTOSBT

To: alex rosenzweig who wrote (671)	7/25/1998 5:54:00 PM
From: R. Martenson	Respond to of 5102

Very convincing message to hold off until the up turn really occurs. Not being a INPR employee, I was in the stock for investment purposes but got caught up in the attachment to neat technology rather than neat returns on the dollars. I am now invested in a boring but profitable company which the VP and Pres have been doing inside buying for over a year, profits are rising and the PE is at a discount to the S&P. I continue to favor Borland's tools as a developer, but will wait for the 'pudding' before I eat any more of the main course on this one. IMHO $4.75 is still in the cards. Go Borland...but GO GO GO investors. It's your money...

To: alex rosenzweig who wrote (671)	7/25/1998 8:13:00 PM
From: Dennis Nicks	Read Replies (1) \| Respond to of 5102

I couldn't have said it better myself.. Gone is the talk of how long the cash will last, how much the Inprise/Borland Real Estate is worth. What each segment of Borland's business might fetch from the top bidder. Borland/Inprise is not bleeding cash. The cost cutting strategies that Del and the management have initiated have had good results...just look at the bottom line..and hey, we have a PE again! I'm confident the growth in revenues will come...when it does we'll see the result in the stock price.. Dennis