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

To: Graham Wideman who wrote (2065)	1/28/1999 11:22:00 PM
From: i-node	Respond to of 5102

" 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.) Exactly -- You certainly would not want to go [again] to the capital markets when the stock has tanked and stayed there ... "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? Yes. But I'm not at all convinced of the sensability of the approach. While buying technology can be an excellent way to do this, it is also VERY risky -- particularly technologies that can come and go in an instant. If you make a wrong move, you're stuck with having to pay for a dead horse. I think Borland was hardly in a strong enough financial position to take such risks. As far as I can tell, they haven't gotten much for the investment. " 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?) In retrospect, I think half the price would have been high. After all, what kind of return can the shareholders expect on this "investment"? "Corel" Perish the thought! Stranger things have happened.... David