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

To: Kashish King who wrote (2317)	3/13/1999 8:49:00 AM
From: Al Shelinsky	Read Replies (1) \| Respond to of 5102

Anyone have any comments as to the significance of this? biz.yahoo.com Al

To: Kashish King who wrote (2317)	3/13/1999 9:55:00 AM
From: i-node	Respond to of 5102

I think he actually came close to saying, "I goofed". But not quite. This whole thing may, after a couple years go by, pan out. Or it may not. But there is little question in my mind that whatever happens, Del has set the company way back. I think he realizes that new customers are hard to come by, and abandoning a base of very loyal customers probably doesn't make a lot of sense. I just wonder if he realizes now that "capturing the enterprise" may be a little more expensive than Inpr. can afford....

To: Kashish King who wrote (2317)	3/14/1999 1:37:00 AM
From: TTOSBT	Read Replies (1) \| Respond to of 5102

Re: infoworld.com. I think Mark D. Bullen's comment rings with oh so much truth! "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?" Only I prefer to give Del credit stead of blame for giving us a discount price. If this thread is to use Apple as an example of Del's woeful misjudgments we should not only look at Apple's past performance but look at it's current price plus $1 above $33 on Friday's close a day when most other techs are being punished. Should we wait til Del leaves before buying INPR or should we realize his blunders have created an undervaluation that Wall st is missing? Why we even have Del to thank for bringing us to near or below book value! How many investments in or out of the stock market can you say exist with these valuations today? In my past investment endeavors I remember not too long ago when I could have purchased such under valuations as: Citigroup (old CitiCorp) for $8 ($4 pre split) Ibm for $32 NAV for $1.50 UIS for $6 NOVL for $8 AMES for $2 At the time I was looking but not buying. Why? because at the time I was listening to the experts who were dogging these stocks to the point of giving a feeling of them going out of business etc. Well I can only wish I had made only one of those purchases at those prices and threw the stock in my draw or safety deposit box. I could of retired if just making that one move!!! I am not going to say someday WOW! I could of bought INPR for under $5 I may say "I lost all of $5 in INPR" but that's a risk I am willing to take at this juncture! $5 is a great starting point doubling up on further pull backs. TTOSBT