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

To: Cube who wrote (2619)	4/11/1999 5:08:00 PM
From: Kashish King	Respond to of 5102

If there was no problem INPR would have moved to quell rumors quickly and forcefully. They said the resignations had nothing to do with the quarterly results, that they did not know what the quarterly results were and that they had no idea why the CEO and CFO abruptly resigned. The first assertion may turn out to be true but it doesn't follow at all from the latter two. The numbers will show that retail sales are continuing to fall as Inprise continues to lose marketshare to more able competitors. Retail sales will also fall as Inprise uses whatever logic it wants, without oversight or credibility, to claim that Enterprise sales are increasing. They are under no obligation to detail how the revenues are allocated, they will use whatever ratio makes sense from a marketing perspective. Is a Delphi upgrade to a corporation an Enterprise sale? In a pig's eye, but also in the eye of those trying to increase sales of "Enterprise" software. Anything within a semantic mile of the "Enterprise" will be registered as Enterprise revenue.

To: Cube who wrote (2619)	4/11/1999 6:33:00 PM
From: Maher Sid-Ahmed	Read Replies (2) \| Respond to of 5102

Regardin: "I think the quarter having been blown is a foregone conclusion." Since they have not warned of a shortfall in earning we should not speculate nor should you make any definite statement regarding earning. Anyway, It is never wise to have more than 10% of your portfolio in any one stock and never more than 5% in turn around stories. I don't see the logic behind you spending so much time on this thread when you are not an investor in this company. There are excellent companies listed on US exchanges you should spend your time analyzing such as: LSI, AOL, ATHM, PG, S, WEN, WMT, DIS, MSFT, INTC, IBM, MAT, RAD, SUNW, ORCL, etc. Maher