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

To: David Miller who wrote (2430)	3/21/1999 8:28:00 PM
From: i-node	Read Replies (2) \| Respond to of 5102

I agree. People who see the acquisition of Visigenic as a mistake puzzle me - what alternatives existed at that time, given the direction the company had stated it would take? The mistake wasn't the acquisition, it was the price. At an appropriate price, the acquisition would have made sense. But Del gave away the Company's money, in my view. Just a poorly negotiated deal. The move to the enterprise made perfect sense then, and still does. But it was foolish for Borland to abandon a loyal customer base before the enterprise business had begun to take root. It appears they have recognized, to some extent, the error, and are trying to correct it. But it may be difficult to get the genie back into the bottle.

To: David Miller who wrote (2430)	3/22/1999 1:32:00 PM
From: Dennis Nicks	Respond to of 5102

Hello David... I agree, you can't take a piece of the enterprise out of Inprise and sell it off. That would be silly. I just see a real value in the products of this company, that I don't think is reflected in the share price. I'm not sure what side of the fence you sit on, but I do appreciate your thoughtful commentary... You mentioned earnings about a week ago and nobody took the bait on it. I think earnings will be really hard to nail down this quarter with the restructuring and all the organizational changes. So I'll stick my nose out and drop a revenue number. This will be the $50 million quarter. I said this last time though too, and I will be the first to admit I was quite wrong.. What is your take on the new organization of Borland.com and the enterprise business? Will we really be able to gauge the strength or weakness of the individual market segments? I agree somewhat with Rod that it will be difficult because some of the Borland.com products are included in the Enterprise business (JBuilder primarily and high-end development packages). Do you see an advantage to this or is it just smoke and mirrors? Dennis