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

To: squeakywallet who wrote (2524)	4/1/1999 11:22:00 PM
From: Mark Bracey	Read Replies (1) \| Respond to of 5102

Just got confirmation today that JBuilder for Solaris is being demoed on the 12th or 13th of April in Europe. And with that, hints of a LINUX version.

To: squeakywallet who wrote (2524)	4/1/1999 11:27:00 PM
From: i-node	Respond to of 5102

The market is assigning a market cap of $3.2813 x 47.9M shares outstanding today which equals $157.2M. The stock is just grossly underpriced, whether it continues on or is somehow sold off. The market is putting NO value on the technology, the existing customer base, and a fairly consistent revenue stream (albeit a small one). The company is the same company, only stronger, than the one whose stock was at 12 a year or so ago. The market in which it is operating is only a little changed. Actually, I think they are relatively well-positioned to move forward at this time; I just think Del's ideas were a little much. But something has to happen to reassure the loyal customer base the Borland still exists.

To: squeakywallet who wrote (2524)	4/2/1999 8:51:00 AM
From: Michael Coley	Read Replies (1) \| Respond to of 5102

RE: Trading near book value? >> According to my calculations Inprise's cash + property is worth around $84M + $60M = $144M. It appears as though Inprise is trading $13M above book. << You can't just look at assets to determine book value. You need to look at liabilities as well. The book value is around $2.60 per share, which puts it around $125 million. Still, though, that's only about $33 million over book value. Quite a deal, although it could go lower in the short term. - Michael Coley - bible-reading.com