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

To: Ghassan I. Ghandour who wrote (2498)	4/1/1999 2:53:00 PM
From: David R	Read Replies (1) \| Respond to of 5102

I have always had mixed feelings with regards to Del. I believe that the Enterprise decisions that he made have been reasonably sound (even the VSGN acquisition). Who can argue with an enterprise technology direction built on Server-side Java and CORBA? As I see it, his real mistake was the classic mistake of forgetting the core competency of Borland. Borland was making a decent living selling excellent development tools at the low and mid-levels, and has an strong base of loyal users. None of the strategic visions painted by Del talked about the desktop developers. Nor did he consider huge market opportunities in alternative OS's (i.e. Linux). These would have been no-brainers to anybody who had a solid grasp of Borland's core competency. The end result was to alienate and confuse Borland's developer base (i.e. ignoring them in the quest to be enterprise king). If the Java and CORBA growth predictions would have been .25 of 1997 expectations, then perhaps Del would have been successful. Unfortunatelym they have not. Del has committed two textbook business blunders: He neglected Borland's core competency (and customer base), and 2) he bet all of his money on one horse.

To: Ghassan I. Ghandour who wrote (2498)	4/1/1999 2:54:00 PM
From: Mark Bracey	Respond to of 5102

I thought Del quitting was supposed to be good news. Must be 1st quarter results were leaked.

To: Ghassan I. Ghandour who wrote (2498)	4/1/1999 2:58:00 PM
From: Michael Coley	Read Replies (1) \| Respond to of 5102

RE: Institutional Dumping? Lots of familiar names here. Saw the news yesterday and thought I would drop in and see what people were saying. >> Intitutions like to trade stocks about this time (2 p.m.). It seems some institution dumped their holding. The price made a new all time low. It rebounded 1/16 from that. I wonder what has happened to ML's holdings!!! << I don't think the action can be blamed on institutions, especially ML. Look at the volume for the day. Barely higher than the average daily volume. If I remember remember right, ML owns millions of shares. Less than 1 million traded today. - Michael Coley - bible-reading.com