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

To: Jack Frosch who wrote (1567)	11/5/1998 2:24:00 PM
From: Mark Bracey	Respond to of 5102

They have a monopoly in Delphi sales, but pretty much everyone who is going to use Delphi in the future is using it now, so little market growth is likely in that area. They could really open up Delphi and C++Builder Pro if they put a design time only version of CORBA support in it, for those people that want to learn, they would, and then upgrade to to the C/S version later. I think this hampered sales of Delphi 4 because while some of the new features are nice, they aren't worth it if you were happy with D3. I've said this before. Anybody want to work with me to provide CORBA support for D3 and BCB3 Pro version. We can support Iona and BEA and at least make some money competing with INPR. We could sell it as a $199 add on and clean up, I'm willing to bet.

To: Jack Frosch who wrote (1567)	11/5/1998 6:28:00 PM
From: David R	Read Replies (2) \| Respond to of 5102

Jack, you wrote a very well thought out and articulated post. However, regarding the C++ market, I do not believe that Java will own even the enterprise side of life. There is plenty of room for C++. I belive that C++ will continue to be the primary language for app development (cleint, server, and enterprise). C++ Builder will never regain market share lost to MFC. However, C++ Builder Enterprise (tight integration with their ORB) is compelling. In essence they will have a market that has essentially zero competition. That is INPR's real strength. A consistent interface and toolkit for enterprise app development whether in Java, Delphi, or C++.

To: Jack Frosch who wrote (1567)	11/5/1998 11:50:00 PM
From: TTOSBT	Respond to of 5102

Re: "I'm still long on Inprise because they do make such excellent products that sell well," Beside the good products they have a good deal of cash on hand. With the small stock rally going on now INPR is being overlooked because they did not show earnings. But as soon as they do, and you know they will cause they deferred .03 which should show in Q4's report. And depending on how their applications server product does in Dec we could see just how much the market overlooked or better how undervalue the current $5 price really is. TTOSBT