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

To: squeakywallet who wrote (2315)	3/13/1999 12:17:00 AM
From: TTOSBT	Read Replies (1) \| Respond to of 5102

Re: "I just don't understand how anybody can think Del is doing a good job. His vision consists of name changes and reorganizations, never results. It is the Board's fault for not being more responsible in choosing a CEO that could deliver and continues to defy shareholder interest in not admitting its mistakes and correcting them." Mark I come from a background of Del bashing on this thread: Message 5109335 Message 5120205 Message 4894103 Message 4913425 Message 5006922 Message 5022483 Message 5026805 Message 5034593 Message 5058280 Message 5058303 Message 5058698 Message 5058724 Message 5061062 I was very frustrated in making some misjudgments in my expectations of what company management should be doing. I have since learned to make a choice based upon my own likes or dislikes about a company and then adjusting my position in that investment according to what I could live with. I second guess no one and lose only what I initially accepted as my goal. I have been in and out of INPR since then and found that I have not done badly at all irregardless of what Del Yocum or anyone else is doing for that matter. I do view the current situation in INPR as a tremendous buying opportunity (again) I have been wrong in the past but feel there is little downside risk here and you made a case in point right here in your post: "Who do you blame for the poor performance of a company with superior products that continues to trade at a discount to the industry average just barely above it's own book value?" If the stock is just above it's own book value how much downside risk do you believe is there??? The p/e is down to 33+ use to be 45+ I don't see the company going out of business but even if they do it is near it's book value!!! And if I am correct in my assumptions the shorts can no longer borrow the shares to short only the current holders can brings it down by selling. The VSGN deal was expensive the shares outstanding went from 20mill to 47mill but that is behind us. They are working on selling the million dollars expense of running the Borland campus buildings I am sure they will figure something out to cut cost even if they do not get a buyer. I think a long term investor would not do too bad in starting up a position in here and that is my opinion. TTOSBT