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


To: Dennis Nicks who wrote (1156)9/8/1998 6:37:00 PM
From: Cube  Respond to of 5102
 
Dennis,

My point is this: I try to stay long in companies that outperform the market. Although INPR eeked out the nasdaq 7.3% vice 6%, I would have expected a much better performance out of a company that is turning the corner and ready to run. Especially since INPR has performed so poorly this year compared to the nasdaq. The other thing that bothered me was the thin volume for it's 3/8 gain.

By the way, don't get me wrong: If I had to be wrong on any investment, I would not mind being wrong on this one. If I am wrong, that means the longs are right and I can think of no other group of investors who deserve it more than the longs on INPR. I just could not get past the fact that Del is in control. As far as a turn around story goes, they look a lot more like QDEK to me than NOVL.

Cube