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


To: Jerry Whlan who wrote (2328)3/14/1999 9:02:00 AM
From: Maher Sid-Ahmed  Read Replies (2) | Respond to of 5102
 
I totally agree with all your facts regarding Del's involvement with Apple and Tektronix. Bashing Del just because the share price is down does not serve any purpose. The same sentiment I have seen with NOVL when it's shares were trading at $8, now the CEO is a visionary because the share price is trading at $24. Same thing with LSI, VLSI, NSCP, etc. Even when Warren Buffet's BRK shares were down by 30% some shareholders were booing WB instead of looking at the share drop as a buying opportunity. When Inprise share price moves above $10, and it will eventually, the same bashers of Delbert will praise him. Inprise today is financially healthy with exceptionally good products trading at a P/S of almost 1.2. It doesn't take too much effort to realize that this is an undervalued company. Institutional holding is 49%. Recently we have seen "On 02/11/99: An announcement of a significant share of ownership in INPR was filed with the SEC (Forms SC 13-D, SCD 13-D, SCD 13D/A, SC 13-D/A, SC 13-G, SC 13-G/A). " - (Obtained investor.msn.com).
If you are looking for consistent return then don't touch turn around stories - which Inprise is. Invest in companies with consistent year to year growth. However, I prefer to have a mixture of both.

Maher





To: Jerry Whlan who wrote (2328)3/14/1999 12:26:00 PM
From: Cube  Respond to of 5102
 
Jerry,

If you want to complain about the accuracy of the document I'm using to get a general timeline, please cite something with harder numbers in it.

I don't have anything more accurate, and that was my point to you with reference to the link you posted; you don't either. Why so secret? I've seen other CEO descriptions that read like resumes. You know, dates hired, dates fired, etc. Maybe Dilbert likes descriptions that don't pin him down to exact dates. His performance at AAPL that led to its long price slide was dismal, period.

Bitching that Yocam has always been and will always be a screw-up is merely looking back at history through the tint of today's stock price. In other words, sour grapes.

I am NOT bitching about what a screw up Yocam has been, I bask in it. It was his previous record and his undeniable record at INPR that was the main reason for my shorting this company. A guy like Dilbert is a short sellers dream. He is the Peter Principle personified. No sour grapes here dude, none.

Cube