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Technology Stocks : INPR - Inprise to Borland (BORL)
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To: Fred Gohlke who wrote (4255)2/4/2000 2:16:00 PM
From: Dennis Nicks  Read Replies (1) of 5102
 
Hello Fred,

Thanks for your report on the Linux expo. I agree with you that Linux isn't much right now, really a product that has filled a very small niche. What is really exciting to me is that Inprise is committed to being there to foster the growth of Linux, in both tools and middleware. Is Linux just another flash in the pan? IBM doesn't seem to think so. To be fair, this is also the company that brought you OS/2. What OS/2 really suffered from was 3rd party support. The amazing thing about Linux, is that 3rd party support is what made Linux what it is today!

If there is any validation for Inprise's current business plan, it's included in this interview with IBM's Irvine Wladawsky-Berger.

it-director.com

In the interview, not only does he talk about the importance of Linux as a server environment (and the need for middleware), he also talks about the need for developer tools support. Inprise is positioning themselves as leaders in both.

As for Win2000 vs: Linux, I don't buy the either/or philosophy. MS is not going away and neither is Windows. Will Linux take away marketshare from Windows? No, we will not see a significant erosion of MS market share for some time, if ever. What we will see is more enterprise computing that uses Linux. Having Inprise grab some of the market share in that space is certainly good enough for me.

Dennis
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