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

To: Jack Frosch who wrote (1554)	10/30/1998 11:17:00 PM
From: i-node	Respond to of 5102

the risk to me is nothing compared to the risk faced by Inprise executives who know they better start increasing shareholder value before the big money investors hand them their hats. I'm not sure this company has the stamina to withstand another shift in gears at this time. It's a bad spot; the plans of two years ago haven't worked out and an excellent head of steam a year ago was squandered on a lame-brained acqusision (I know, before anyone dredges up any of my old posts, I thought it wasn't a bad idea at the time).

To: Jack Frosch who wrote (1554)	10/31/1998 1:36:00 AM
From: TTOSBT	Read Replies (2) \| Respond to of 5102

Re: "My point was that a prior CEO failed to be forthright and the financial media have very long memories. They are much kinder to companies that warn than to those that surprise. A 60% lower earnings surprise was just so unnecessary." Yes but the point is the company did not lie. And for anyone to hold a FORMER lier's action against the present day company is pure vindictiveness. That's all that it can be if one is to believe that the present management is truthful. Now an investor who is vindictive can only lose out on opportunity cause he has no true concept of value! So I maintain who cares if a FORMER CEO lied and how big that lie was. The company (and surely the stock price) has paid that debt 10 fold it is time to move on especially if that is what one sees the present day company doing. "While I have a few thousand bucks invested (worth a bit less than it once was!), the risk to me is nothing compared to the risk faced by Inprise executives who know they better start increasing shareholder value before the big money investors hand them their hats." Now that is not the way I see it. Management's no.1 priority should be to it's products and customer's satisfaction the company's value can only rise with success and a prudent investor will discount that value good or bad going forward consequently the stock prise will rise or fall accordingly. Wall st will punish good and bad management when their (Wall St's) judgement is wrong. Of course management has more influence in screwing things up since Wall st will always blame them if things do not go according to their (Wall St's) perception. So even if management does good or great if Wall st perceived they (management) should of done better, they (Wall st) will punish them. That is why I believe MSFT always comes out with very conservative guidance. Keeps them one step ahead of Wall St. TTOSBT