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

To: Cube who wrote (1437)	10/24/1998 1:37:00 PM
From: Graham Wideman	Read Replies (3) \| Respond to of 5102

Cube and others, both negative and positive on Del's performance: A couple of questions to elicit some views on your assumptions and expectations: 1. Do you feel that the "enterprise information infrastructure" direction that Borland/Inprise has shifted towards is the right one (or at least a good one) considering their position of, say, 2 years ago? 2. If so, how long would you expect such a redirection to take, and what sort of timetable would you have had for a vendor to establish a good position in that market? 3. Is any other company attaining the performance in that market that you would like to see? Graham

To: Cube who wrote (1437)	10/25/1998 9:23:00 PM
From: Charles Hughes	Respond to of 5102

Well, so far Del hasn't just cheated me, like the former CEO. And he is showing a profit, unlike the former CEO and most of the software business. I don't know which CEOs you are comparing him to, but once again I thank my stars I decided to drop out of management a couple of decades ago. At least us little contract programmers don't get reamed publicly on SI for profitable quarters. (Although, in Silicon Valley, we normally get fired for finishing our projects, but that's another matter :-) That said, I would like to see the management with more stock, but then again I'd like to see me with more stock, because I think this thing is going up over the next couple of years. It's just that it takes a long time to either compare to or recover from an act like Kahn's. I sold out a while back, and I'm waiting for a little drop back to play out and then will start to cautiously buy, I think. When exactly also depending on what my accountant tells me about the effect on the tax picture. Cheers, Chaz BTW, my most reliable rule for playing the stock of software outfits: When they announce the building of a fancy new headquarters, short the stock. When they announce the sale of those headquarters, wait a year and buy the stock.