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

To: shane forbes who wrote (1282)	9/24/1998 8:47:00 AM
From: R.S. Blum	Read Replies (1) \| Respond to of 5102

Shane, Case closed! --> 2,889,388 (3.50 + .06 * 50) = $18,781,022* I DO hope you are indeed right! Time will tell. I'll stick with my guess for now...

To: shane forbes who wrote (1282)	9/25/1998 3:49:00 PM
From: Dennis Nicks	Read Replies (2) \| Respond to of 5102

Here's some interesting numbers from PC-Data... On Symantec's web site, you can find a nice spreadsheet of each of their projects market share by month, compiled by PC-Data. I took a look at Visual Cafe, a product which competes with J-Builder. Below are the % market share numbers for each month of '98. Jan 35% Feb 21% Mar 43% April 43% May 42% June 34% July 26% Now we have something interesting to talk about... First of all, is PC-data really getting a good idea of the total unit sales figures, since Inprise is shying away from shrink-wrap sales in retail stores? Secondly, I'm under the impression that this is market share based on unit sales, not actual revenue share. Is anyone familiar enough with PC-Data's figures to comment on this? This is important because Inprise has been aiming at the high-end market and programmers seem to prefer the high-end product. Lastly, is the decline in Visual Cafe's substantial (> 40%) market share in the last few months a real effect or just a blip similar to that seen in Feb '98? If it's significant, who's grabbing market share? Since I don't have a subscription to PC-Data, I'm only looking at what Symantec is handing over to investors. Is there someone with a subscription willing to grab this info on Inprise? Wouldn't it be nice if Inprise Investor Relations provided this information like Symantec does? Cheers, Dennis