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

To: Peter Shenderov who wrote (1222)	9/21/1998 11:13:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 5102

(1) since they got so much cash from their part of Kahn's sale they do not what to do with it AND they are sure of their earnings this quarter.

To: Peter Shenderov who wrote (1222)	9/21/1998 11:24:00 AM
From: Lewis Edinburg	Read Replies (1) \| Respond to of 5102

I'll vote to give them the benfit of the doubt. I'm hoping that earnings are reasonably good and they decided that this is an unusual opportunity to buy back stock (and address one of the most frequent complaints: stock dilution).

To: Peter Shenderov who wrote (1222)	9/21/1998 1:47:00 PM
From: Rittie Chuaprasert	Read Replies (2) \| Respond to of 5102

I have mixed thoughts too. It's good that they are addressing the dilution, but there's no indication that the dilution from exercise of stock options will slow down. For the past 3 Qtrs, outstanding shares for EPS calc have grown by more than 10%. The question is not whether they have enough cash reserves for the 10% buy-back this quarter, but will they have enough do to this every quarter - enough to offset future growth in shares. Otherwise, can they grow total earnings at a rate substantially faster than the growth in shares? Let's hope for a really good '99. Rittie