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

To: Cube who wrote (1546)	10/30/1998 11:38:00 AM
From: Maher Sid-Ahmed	Respond to of 5102

Re: "Problem is, Del knows the stock has no reasonable chance of appreciating enough to pay him enough." The only weak point of this company is the compensation of the CEO. You just cannot pay a CEO a salary equal to 2% of gross sales. I agree with Ghassan that this is a better company than it was a year ago. However, IMO the investors are looking at: 1. Poor sale growth (nothing even near the $600 million promised by Del.) 2. Overpaid CEO. 3. The possibility of another acquisition. On the other hand 1. The company is now an enterprise play with an impressive list of clientele. 2. They have close to $100 million in cash and almost no debt. 3. Excellent RAD product line of software for enterprise applications and for regular development. I think the company is undervalued at $5 but so are many other companies with better fundamentals e.g. CPQ, VLSI, LSI, NSM, NT, etc. Maher