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

To: Dennis Nicks who wrote (768)	7/31/1998 7:32:00 PM
From: Aspect	Read Replies (1) \| Respond to of 5102

I have never such a patient group of investors! We've got people speaking about $12-15 range in 18 months, comparing today's loss to other companies that also fell today, and being optimistic about the additional cash -- I don't get it. Why wait 18 months with a stock that's got a negative return for the last 3 years when big, secure, and reliable companies without any of the problems that Inprise has has done so much better (eg, Microsoft, Cisco, Oracle, Intel, Symantec, etc)? Other companies got hit today but then again most of them actually had some room to give because they've done great and have grown over the last three years. I don't see the advantage of having additional cash. If Inprise wants cash, go earn it and take it away from other companies like all the other successful companies do and not simply shift from one form to another. This situation reminds me of Stagflation -- Inprise's piece of the pie slowly but surely seems to be getting smaller no matter what actions they take. So why am I still attached to Inprise/Borland? I guess it's a habit, I like underdogs and as an ISV I'll feel safer if Inprise continues to exist and hopefully thrive. I put the last part in (even though it's true) to avoid being called a SHORT.

To: Dennis Nicks who wrote (768)	7/31/1998 9:01:00 PM
From: i-node	Respond to of 5102

If you want to HELP the stock price, DON'T get rid of Del. Getting rid of Del is a great idea if you really want to see the stock in the tank. Borland has been in and out of the sixes (actually, even in the fours) in the last couple of years. But when Del came in there were serious questions as to the ability of the company to even survive. I think the idea of getting rid of Del is consistent with the attitudes of today's investors -- looking for the quick buck, not realizing the risk that goes along with it. Turning around a company that was in the tank like Borland is not an overnight thing. Del knew it, and while things haven't gone exactly as planned, I don't know of anyone I think could have done better. It's time to buy.