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


To: David Miller who wrote (1392)10/21/1998 8:04:00 PM
From: Mark Bracey  Read Replies (1) | Respond to of 5102
 
So this IS why they announced the buy back. So they can buy at rock bottom prices. Maybe, just maybe they can prop up the price for the next week or so, until it settles back in to upper 4, lower 5's.



To: David Miller who wrote (1392)10/21/1998 8:19:00 PM
From: Dennis Nicks  Respond to of 5102
 
Anyone hear anything about a conference call? I'd like to hear the Q&A section with the analysts, aka how Del weasels out of this one. I'm pretty disappointed about the results for the quarter. I am optimistic about the growth in enterprise revenue (whatever that is). Was this the first quarter that they broke up the client server and enterprise sales? I think they had lumped the two together and called them "enterprise" revenue. The growth in large deals was also promising, especially a 10-year deal with Hitachi. I agree this sounds more like Visigenic ORB licenses, but to what degree will it translate into other sales for other development/middleware tools? These deals could be worth much more down the road.

Not selling, but not buying either..

Dennis



To: David Miller who wrote (1392)10/22/1998 8:33:00 AM
From: i-node  Respond to of 5102
 
Ghassan, if you include this particular $2m, why not the whole $14m of deferred revenues.

Everyone here always wants to suggest that revenues are being "held back" arbitrarily. I'm reasonably certain Del is throwing everything nickel into the quarter he can possibly get in there. It's time for everyone to accept that the climb back is going to be much slower than predicted....