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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: TTOSBT who wrote (3956)1/6/2000 3:13:00 PM
From: Big Dog  Read Replies (4) of 5102
 
Be patient. CEO Dale Fuller has the vision that we need. Given his no salary, option-focused compensation package, you have to believe that he understands the need to "enhance" shareholder value.

While CEO Fuller still has INPR supporting Windows, Java, and Solaris-based products, I like his focus on Linux. Fortunately, Dell, Compaq, IBM, Intel, Sun Microsystems, etc. have or intend to market Linux brands. Obviously, these players would not have taken this step if "clear" market opportunities did not present themselves. As you have read from my previous posts, 1999 clearly established itself as a milestone period in the market acceptance of Linux. While the competition with Microsoft will be fierce, it is these other big players (not INPR) who are leading the charge. And, that's good for INPR from a business-risk perspective.

However, if Linux is to gain market share, it needs a broad, diverse mix of business applications. The open-source nature of Linux, along with the strong array of dominant industry names, gives the necessary incentives to the hundreds of thousands of software developers to develop those software applications. And, given the fact that INPR's tools are favored by those software developers, business prospects for INPR are excellent.

Now, it seems that the biggest new market on the face of the earth (i.e., China) will focus its technology infrastructure on Linux.

INPR is going to do well. Very well from the current price point of <$20/share.
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