INPR - Inprise to Borland (BORL) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : INPR - Inprise to Borland (BORL)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gary105 who wrote (3446)	11/21/1999 8:13:00 PM
From: Dennis Nicks	Read Replies (1) of 5102

I agree with David on the "backdoor" Linux strategy. I think that the market is just waking up to realize why Inprise is such a good Linux play. Why do you think that Corel partnered with Inprise on Linux? Corel has been around long enough to realize that a tools company is a good ally. Inprise is a direct play in the Linux market. As for MSFT owning a portion of INPR, yes they do. You can read it for yourself in the SEC filing: freeedgar.com or take my word that MSFT bought 10% of INPR in the form of Class C preferred shares. These are NON-VOTING shares, so its not going to get in the way of a buy-out. MSFT's investment in INPR does not limit what the company can do or what platforms they can support. As for a BEAS look-alike, I'm not sure. Other than Visibroker ORB, it seems to me that Inprise has had a difficult time entering that market. The company has been living off of the profits from their tools business. The company has been spending $40,000,000 a year in R&D. I imagine much of that is invested in developing the yet unprofitable enterprise tools and components. When (and if) their enterprise business takes off, we'll be really riding high... Hope that helps.. Dennis

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next