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


To: TTOSBT who wrote (2434)3/22/1999 11:49:00 AM
From: chartseer  Read Replies (1) | Respond to of 5102
 
I don t know.
I m suspect of anyone long INPR.

But then again what do I know?

Chartseer



To: TTOSBT who wrote (2434)3/22/1999 12:05:00 PM
From: Graham Wideman  Read Replies (2) | Respond to of 5102
 

chartseer: "INPR: Isn t the problem that Y2K has taken the play away"
TTOSBT: "Most major corp have already completed their Y2K spending"

Well, in my observations, an awful lot of enterprises have *not* finished their Y2K spending, in fact are significantly behind where they should be to be done in time and feel comfortable about any new IT projects. This is more or less borne out by the congressional report of a couple of weeks ago... though some sectors are seen as well in hand. Somewhat disappointing is the extent that Y2K seems be be treated as only an occasion to bandaid old systems rather than an opportunity to replace them. Had the latter been true, then enterprise software vendors might be having a better time.

Graham



To: TTOSBT who wrote (2434)3/22/1999 2:08:00 PM
From: John Solder  Respond to of 5102
 
ORCL's e-mail debacle is actually hurting INPR cause lot's of investor tie INPR's success with ORCL's. INPR is truly a Rodney Dangerfield stock

I have to agree, I think if anything, Y2K spending should have boosted some sales due to system upgrades tied to Y2K remediations.

I wish there was a correlation between ORCL and INPR, then we would
have rode the huge rally ORCL had last year.

No respect.