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Strategies & Market Trends : SEEKING THE NEXT BORLAND

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To: Marco Polo who wrote (2)11/14/1996 8:22:00 PM
From: Warren Gates   of 26
 
I think people are being spooked by the prospects of Intuit being acquired ... I don't think any company in its right mind will pay more than $1 billion for a company which couldn't make a decent buck ... and at the same time face Microsoft ...

A lot of software companies have survived in the last few years by carving a niche as far away as possible from Microsoft's long shadows ... why would anyone spend a lot of money to be under that shadow?

At some point the trend will resume ... and the single digits will be within sight
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