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

To: TTOSBT who wrote (2626)	4/12/1999 8:58:00 AM
From: David Miller	Read Replies (1) \| Respond to of 5102

>>some believe ORCL or IBM or someone else may be looking to buy INPR<< I can't think of a single reason why either of these companies would give Inprise a passing thought. Have a look at what happened to Select. Same rumors about one of the heavyweights about to pounce - and save everybody's bacon after the CEO departed - only the outcome was a merger with Base Ten (who?). If you insist on thinking "merger", think Corel (for the borland.com piece) or Cognos, or Progress, or Compuware etc for the enterprise piece.

To: TTOSBT who wrote (2626)	4/12/1999 4:02:00 PM
From: David R	Read Replies (2) \| Respond to of 5102

RE: I see the other part of the business making the core business look like peanuts. That is the same mistake that Del made. Just imagine where INPR revenues would be if they were selling Delphi, C++B, and JBuilder for Unix (Linux in particular). We'd be in $60M quarters already. Borland made a good business selling developer tools. I do not disagree with Del's targeting of the Enterprise. His mistake was sacrificing Borland's core business to pursue his enterprise dream.