INPR - Inprise to Borland (BORL) Message Board

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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: Fred Gohlke who wrote (4255)	2/4/2000 8:54:00 AM
From: i-node	Read Replies (1) of 5102

I went to the Linux show in New York yesterday, and I was not impressed, either with the overall turnout or with the attendance at the Inprise booth. I've been waiting for this event because I thought it would re-light the Linux fires. That does not seem to be the case. These systemic changes take time to occur. While the hype always has us thinking "Java will replace all other languages in 18 months" or "Linux will unseat Windows in 2000", it simply doesn't happen like that. I think the same is true of Inprise & its involvement with Linux. I believe Linux presents a huge new opportunity for Inprise, and has breathed new life into a company desperate for sales, and they are doing the correct things to capitalize on it. But the idea that by the end of this year Linux is going to make us all wealthy is nonsense. While I suspect we'll see a revenue bump as the Linux stuff comes online (particular when Kylix is released), it is not going to generate overnight wealth. A lot of the people who bought INPR over the last couple months were expecting these sorts of miracles. They'll be in and out of INPR, maybe several times, before anything happens here..

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