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

To: i-node who wrote (2060)	1/28/1999 8:51:00 PM
From: Graham Wideman	Read Replies (1) \| Respond to of 5102

David: "I take issue with the idea that my complaint is based on the latest crap-out."... Sorry, didn't mean to suggest this was so... I know you've been observing for a very long time. Some questions... " this company has little ability remaining to raise capital should the need arise." ... by definition from low stock price. OTOH, if you are part way through a stock buyback, low stock price would seem to be good, at least temporarily. (Obviously doesn't impress enterprise customers though.) "I believe the notion of getting out of the shrink-wrap business makes sense" ... from which they could have gone various directions... in your opinion is the "enterprise" route a promising one? "the turnaround has failed to materialize," ... as judged by overall revenue and or stock price? At least superficially there appears to be growth in the notoriously long-time-to-sell and distracted-by-Asia-and-Y2K enterprise aspect of Inprise business, which if true suggests that the turnaround is materializing. " and I believe it is, at least in part, due to the untimely acquisition of VSGN" ... do you feel that VSGN held back Inprise's product development or marketing? Or are you mostly refering to the dilution effect and dollar cost? (ie: might VSGN have been a good deal at say half the price?) "Corel" Perish the thought! Graham