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

To: Mark Ableson who wrote (2164)	2/10/1999 12:40:00 PM
From: Carlos Leyva	Respond to of 5102

Mark, I am considering adding more shares and for the some of the same reasons (i.e. averaging down somewhat). Fundamentally I believe that Inprise has strong technology in a space that is important to the ABM (Anything But Microsoft) crowd - IBM, Sun, Oracle, AOL, etc. Recent announcements from Oracle that endorse Visibroker support this view. It is NOT in Microsoft's best interest, obviously, to support ABM's CORBA/Java/EJB enterprise vision. Inprise has a role to play and hopefully their revenues and earnings will begin to reflect this, or maybe (hopefully?) one of the ABM crowd decides that they need to own this technology<g>. I have been long and patient longer that I would have liked but that's the nature of the beast. Carlos

To: Mark Ableson who wrote (2164)	2/13/1999 2:56:00 PM
From: Kashish King	Read Replies (4) \| Respond to of 5102

I have various reasons for doing it, including averaging down my cost which is quite higher. I don't think averaging down is statistically a good idea. If you bought at $12, was it a good idea to buy at $10? How about $8? I suppose if you thought INPR was a good investment at $12 and there's been no change in your evaluation then you should buy more; in that case the reduction in your average price becomes an artifact, not a goal. I really don't like the management that much, but I do have a lot of faith in the company's tools from Delphi, JBuilder and the rest of it. Well, I don't dislike the management; after all, their incompetence isn't intentional. In terms of the tools, well, they're third-rate at best. They release sub-alpha quality products with bad documentation, poor support and a dearth of collateral material. Nope, you won't catch me buying an Inprise product in the near future if ever. I've resigned myself to the realization that they actually believe they're doing a good job and that their excuses are valid. I beg to differ and solve the problem by buying products from other vendors. The stock is near it's low. Isn't this when it should be bought? I don't think that's a good rule either. Why is it near its low and what makes you think it won't go lower? Again, if you thought it was a good investment at $12 and that hasn't changed, keep buying regardless of where it is relative to its low. There are more and better opportunities out there, however, I'm not saying INPR isn't going up, I don't know and I don't care to gamble given what I perceive as the limited upside of an incompetent company with sub-par products in a saturated market.