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To: alex rosenzweig who wrote (671)7/25/1998 5:41:00 PM
From: TTOSBT   of 5102
 
Re: "We MIGHT even get some encouraging news earlier: during Tuesday's analyst call, Del stated "we want to blow the lid off the $46m revenue figure", emphasized the exponential growth of 6-figure deals, especially several which are expected to close "within 30 days", and promised the Analysts some guidance "right after Borcon", i.e. mid August..."

Fair enough. With the bay back that may be enough to stop the bleeding(?) We shall see.

TTOSBT

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To: alex rosenzweig who wrote (671)7/25/1998 5:54:00 PM
From: R. Martenson   of 5102
 
Very convincing message to hold off until the up turn
really occurs. Not being a INPR employee, I was in the
stock for investment purposes but got caught up in the
attachment to neat technology rather than neat returns
on the dollars.

I am now invested in a boring but profitable company which
the VP and Pres have been doing inside buying for over a year,
profits are rising and the PE is at a discount to the S&P.

I continue to favor Borland's tools as a developer, but
will wait for the 'pudding' before I eat any more of the
main course on this one. IMHO $4.75 is still in the cards.
Go Borland...but GO GO GO investors.

It's your money...

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To: David R who wrote (672)7/25/1998 6:40:00 PM
From: Mark Bracey   of 5102
 
If they have bought into Del's vision

It's not Del's vision. He stumbled into it. As was said earlier, there is at least some dissent in the ranks. Have you not ever been in a situation where a company was successful in spite of the (fearless) leader.

If these developers hired on 2 years ago it's possible that their options are coming up. If it was me, I'd like the stock price to be worth more than when I joined the company.

I know the company I previously worked for has a lot of dissent in the ranks but the developers are holding on in hopes of the big payoff. I quit because the payoff was nothing but a shimmer in the distance. At INPR, we know it's coming. But its not good when Del makes up the rules as he goes for it is the investors that pay the price. Waiting and Waiting and Waiting.

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To: alex rosenzweig who wrote (671)7/25/1998 8:13:00 PM
From: Dennis Nicks   of 5102
 
I couldn't have said it better myself..

Gone is the talk of how long the cash will last, how much the Inprise/Borland Real Estate is worth. What each segment of Borland's business might fetch from the top bidder. Borland/Inprise is not bleeding cash. The cost cutting strategies that Del and the management have initiated have had good results...just look at the bottom line..and hey, we have a PE again! I'm confident the growth in revenues will come...when it does we'll see the result in the stock price..

Dennis



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To: Dennis Nicks who wrote (676)7/25/1998 11:12:00 PM
From: Kashish King   of 5102
 
Property values are up, too.

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To: Aspect who wrote (667)7/26/1998 3:00:00 AM
From: Charles Hughes   of 5102
 
>>>As for C++, Microsoft Visual C++ almost essentially
dominates the C++ market for Windows. How did
that happen when Borland used to be the only C++
package on the market?<<<

I think it went like this: Borland used to have one guy who was a real compiler genius. He made the IDE for C++ famous, wrote a great fast compiler and so on.

Illustrative of the fact that being a star developer doesn't mean you're not going to get screwed by the political types in your department, he 'got caught in the layoff.'

I got a chance to ream the new C++ team head and the VP of software (since departed) once over dinner about this, but of course that didn't really do any good, as I think they were the ones that wanted to 'shoot the prima donna' in the first place.

Anyway, in reference to your comparisons to Symantec and Microsoft competitive compilers, I believe this guy first went to Symantec, and then to Microsoft, where he did the Win32 compiler version several years ago that was a such a major improvement. (This is all according to industry scuttlebut and trade rag gossip columns, plus what I was able to extract from those guys over dinner, but I can't be sure of all the details. And I don't want to name names. Inprise (still gag on that lousy name) folks feel free to correct this humble student of the software business. Or to name names, for that matter ;-)

Anyhow, because somebody couldn't stand the success, status, untalented table talk (-1 on the schmooze-o-meter, no doubt), and goes-with-the-job-description giant ego of some star developer, now their two prime competitors have products that threaten to put them entirely out of those markets.

All part of the extremely smart 'lets put the geeks back in their boxes' trend now so in vogue everywhere in software development companies.

Hey, if JPL/NASA can do it to Jim (Mr-Saturn-Photos, Mr-Mechanical-Universe) Blinn for similar reasons, Borland can do it to it's most talented developers too, can't it. Who needs these damn programmers anyway?

Cheers,
Chaz

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To: TTOSBT who wrote (641)7/26/1998 11:36:00 AM
From: Punko   of 5102
 
An example of a real-world java app that's catching on big:

livepicture.com 

For a demo, click on Demos, then on Real Estate.

The beauty of this Java VR app is that it downloads fast and requires nothing but a java-enabled browser. Look ma, no plugins.

Too much invested in Java for it to fail. Too many developers learning and liking it. Did even Windows have this quick a spin-up?

Java, CORBA, and Linux will be an unbeatable combination. Free and supported platforms based on open standards.

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To: Punko who wrote (679)7/26/1998 12:02:00 PM
From: TTOSBT   of 5102
 
Punko, Re: "An example of a real-world java app that's catching on big:
"


Thanks you for that demo link very impressive!

TTOSBT

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To: Punko who wrote (679)7/26/1998 3:12:00 PM
From: Kashish King   of 5102
 
Java Usage

Punko, comparing Java Beans to ActiveX or Java to BASIC is like comparing fine wine to raw sewage. Java performance is the only outstanding negative and that problem is evaporating. Moreover, there are several important facilities within the Java environment which will never come free. Java Beans are more powerful, easier to build and maintain, an order of magnitude easier to extend and far easier to use than anything else out there. They are that was because they were designed from the ground up on a solid foundation using the knowledge of hindsight gained over previous decades. That is why the market for Java Beans is growing exponentially. Java is taking off like a rocket in the instrumentation test industry and these people don't buy hype, period. Sony, HP, Motorola and thousands of other companies are creating products around Java and Java Beans. This is simply an issue of economics for them. They aren't going to shoehorn raw sewage into their systems when a vastly superior alternative is available. We need only look at Microsoft's response to Java to gain some insight into how large a threat this is to their monopoly.

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To: Punko who wrote (679)7/27/1998 12:14:00 AM
From: PDG   of 5102
 
Interesting, but are you aware of what is happening over at Hewlett Packard??
They have the same technology but better...
A company they are working with is Warp 10 Technologies and if you go to the HP.com page...there is a nice demo...
the one with the kids standing around a globe and you can zoom in and see the countries, and then the states...you have to see it.
I am keeping my fingers crossed for Warp 10 (WARPF)... their stock is sitting around $2.00

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