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

To: Mark Bracey who wrote (1532)	10/29/1998 12:56:00 PM
From: TTOSBT	Respond to of 5102

Re: "That 2M that was deferred. In most cases, isn't service the most likely suspect for this money. If that was the case, then that 2M could be spread out over the next 3 to 7 quarters at a minimum." Mark I'm not sure how the company will use that money. I way merely stating that it took .03c away from Q3 earnings but it's still around. Also I believe (but am not 100% sure) that the Hatachi deal has $15.5m deferred in the future the company only took $2m up front and deferred $2m and gets the rest on delivery of products and services is the way I understand it? That's why I'm saying the way the company is doing business is in the future. Wall st. wants the money now so it will not reward the stock til they see the money. Now with the application server in beta with 100 companies and the same type potential deals how much of a percentage of those companies will sign up is anybody's guess. All we know is a major customer (or two) liked the product enough to go into a long term deal. That is where I believe the service comes in and from what Del had been saying in the past he is looking to make it a strong product and service enterprise venture. I would say as investors we have a better chance now of being gratified then disappointed in the next 12 months but personally feel it's a lot sooner than that. 12 months may be compounded gratification! IT'S ONLY THE BEGINNING TTOSBT