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


To: R. Martenson who wrote (1065)8/31/1998 2:33:00 AM
From: Lewis Edinburg  Read Replies (1) | Respond to of 5102
 
With the year 2000 problems coming up, alot of legacy systems will need to be reworked and many of those are not rocket science, but purely coding tasks.

In the market Inprise is targeting, the Year 2000 problems are not "coming up", but are here already and if they have not chosen the route of replacing software entirely by now then that's not the approach they will take.

Any windfall to Inprise from Y2K due to companies replacing programs with new ones is probably already past.



To: R. Martenson who wrote (1065)8/31/1998 1:56:00 PM
From: David R  Respond to of 5102
 
Actually INPRISe has the luxury of not being excessively over priced. Traders wil be looking for places to put money. Lets all be glad that we do not own YHOO (off 60 points from 12 months high). I own shares of CGRM which are trading at 8.5 with a book value of 11, and cash/share of about 8. It is hard to see a CGRM falling much lower. INPR is also on reasonably solid ground with regards to value. Declines are inevitable with the market tanking as it is. But suddenly the question is which companies are priced far beyond any reasonable value. I do not think that INPR falls into that category. However, 5 is a real prospect.



To: R. Martenson who wrote (1065)9/1/1998 12:42:00 AM
From: TTOSBT  Respond to of 5102
 
Re: "The world economies are much worse off than last November.
Last November the DOW was around 7200!!! And it will go
lower, if the Dow drops another 1000 points, anyone think
Inprise will be the investment of choice in a market
racing for safety."


They are selling gold and driving Mercedes's in Moscow. They are throwing good money at bad in Japan. And they are giving away the store on Wall St. When the Federal Reserve lowers interest rates the stock market will take all the money the bond market will throw at it. Last time I checked Inprise is a stock and not a bond. Over the long haul stocks out perform all other investments and that hasn't changed ever! to the best of my knowledge? I'm sticking with what works they aint scaring me to no ever-changing safe haven.

TTOSBT