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

To: David R who wrote (1495)	10/28/1998 12:23:00 AM
From: TTOSBT	Respond to of 5102

Re: "So, if there have been margin purchases at 6-8, it is possible that the holders are within the 35% margin requirement, but I am concerned that if INPR becomes unmarginable (from an extended period < 5), then all margined buys will be called in which could result in a lot of panic selling." Thanks. I like panic selling. 1)How long do panic's last? 2)How much though process is put into panic logic? 3)What is chance people who panic are wrong and get hurt? 4)What happens when the panic is over? 5)What are the chances that panic's are overdone? These are some of the reasons I feel a good practice now with INPR and in current short term market conditions one should close their eyes and wait for reality to set in. TTOSBT

To: David R who wrote (1495)	10/28/1998 12:30:00 AM
From: Timothy Wojnar	Read Replies (2) \| Respond to of 5102

Application Server questions: It appears that many of Inprise's competitors are licensing a key technology from Inprise to make their products work. I know both the NetDynamics and Kiva offerings do- are there others? Also, what key technology is this and can these people eventually replace it with their own- are they planning to? It appears that in Sun's case the answer is no. Should we soon here a similar deal with Netscape? I'm in the dark as to how much revenue this represents now and in the future. If appilcation servers take off as predicted, won't Inprise benefit tremendously? I do find it ironic that competitors are shipping products with Inprise's technology and they can't get their own out the door- I suppose it's not the biggest part of the package. Sorry to ramble- but it seems like Inprise has most of its competitors dependent on them for key technology- if anyone can provide a more complete list and what kind of licensing deal is typically made, that would be great. Thanks.