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


To: David Miller who wrote (1424)10/23/1998 6:22:00 AM
From: Ghassan I. Ghandour  Read Replies (1) | Respond to of 5102
 
Shane's expose', analysing the quarterly result was impressive IMHO. I was indeed impressed. Now I know why I had that warm cauzy feeling as I was reading the earnings report. As for the number which represent EPS, I never cared about that when it came to INPR/BORL. It has always been the Revenues (stupid -- not you David!!! You always were of this same opinion). As for the market reaction, it just took back from the stock what it had given it as pre-earnings run. But the stock here is undervalued. Having sold some in that pre-earnings run (above 6, for the second time) I bought back a little above 5, yesterday. This stock has always been good to me, so is NOVL this year, and they will continue to be so. Ghassan.



To: David Miller who wrote (1424)10/23/1998 8:12:00 AM
From: shane forbes  Respond to of 5102
 
David:

RE: Are you saying that the plans for adding the enterprise staff did not go ahead?

Nope. I'm just saying that the press release you linked is nothing more than a light opening shot. The real thrust into Japan happens later.

Shane (_____)