Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dennis Nicks who wrote (2377)	3/18/1999 7:37:00 PM
From: squeakywallet	Read Replies (2) \| Respond to of 5102

Just exactly how are we going to see more revenue this year when Inprise in not a viable company to buy enterprise products from anymore? This is my fundamental point. I repeat. Declining numbers of customers are going to be willing to spend millions of dollars on technology from a company that can not demonstrate it will be around in a few year via it's market capitalization. As we speak potential enterprise customers of Inprise are probably deciding to go with the competition's product as they watch Inprise market capitalization disappear overnight. What is Del's strategy for dealing with this problem? Denying it exists is part the reason we are watching the stock blow-up. We are now in a death-spiral caused mainly by Del's incompetence.

To: Dennis Nicks who wrote (2377)	3/18/1999 9:00:00 PM
From: Kashish King	Read Replies (2) \| Respond to of 5102

Excuse me, by why the hell would you expect to get facts from their own uninformed propaganda machine? I would encourage people to never rely on anything told to them over the phone from somebody whose job it is to inflate expectations. What did you expect? That IR would say things were going poorly as reflected in the stock price. I'm just really stunned at the level of naivety of some people. The revenues are falling and the numbers can't be reliably divided into enterprise/tools so we don't know if the growth claims are anything more than smoke blowing. The best news they have to report is that somebody, somewhere bought some server software. I don't think it would be that tough for Inprise to put together a few such sales, do you? What does it tell you that they don't have several dozen such sales? Even if they have several dozen, well-connected investors, friends and family could be responsible for that. Unless and until they start selling hundreds of servers they're worthless.