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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: Dave H. who wrote (3663)12/10/1999 12:19:00 PM
From: Dennis Nicks   of 5102
 
Dave, you left out an important part of Borland's history. Borland started with great tools and was successful. So successful that they used that success to get into the applications (Quattro Pro was the first spreadsheet program I learned). A combination of bad execution of the Ashton Tate acquisition, hubris, and some serious brute force from Microsoft put dropped Borland from the 90s.

The tools vendor image of Borland/Inprise is an outdated one. This is why Inprise isn't trading at the lofty levels of Corel. Just read any stock chat thread on Inprise and you'll read about the best tools in the world. You rarely hear of the ASP direction the company has proposed. I've been thinking about this ASP directive and it makes so much sense. They leverage their talent, R&D, tools and $170 million to secure a piece of that market.

Everyone knows that Borland makes the best tools, but very few people realize the company has more up its sleeve than that.

Dennis
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