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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: i-node who wrote (4569)2/16/2000 1:48:00 PM
From: David R  Read Replies (1) of 5102
 
David,

I believe that there are lots of opportunities with Linx. however, replacing the installed base of Windows desktops is not one of them. There are still lots of DOS PC's out there (the masses are slow to adapt new technology), and what incentive can be offered to a Windows user to toss their PC, and applications and move to an unfamiliar environment?

Also, Linux does not have the installed base to support the costs of building and supporting a competitive desktop product, and the days of $500 shrink-wrapped SW are gone. Would you really want to launch a start-up whose product would be a word processor or checkbook program?

Just as with the web and thin clients, replacing Windows is not the point nor the opportunity. Look for the areas where Windows can not compete.
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