INPR - Inprise to Borland (BORL) Message Board

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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: Harry Sharp who wrote (4873)	5/12/2000 11:35:00 AM
From: Kashish King	Read Replies (2) of 5102

That Inprise actually contacted Corel about the merger is, in my opinion, evidence of unbridled incompetence. We have to wonder what sort of deal Inprise has with Oracle since the terms were not disclosed: did they just give it away? To those responsible, this is not hollow rhethoric: there is a serious competency issue involved when you walk into a company with Corel's financial status and track record for the purposes of striking a deal. They obviously did not consult with a single credible analyst. The level of ignorance on the part of Inprise is just stupifying here. Corel has a very long, very clear track record for review. The people responsible for this deal are nothing short of clueless and that raises a greater issue than the shooting down of the deal: clearing out the incompetence. It's just mind boggling that they would pick one of the worst companies in this industry to hook up with. There isn't an ounce of synergy here, even if Corel was sound company and it's anything but sound. If Linux was the issue then somebody needs to educate the management at Inprise as to what Linux is because they do not have the foggiest notion. Anybody can produce a Linux distribution and fail to sell it, anybody. I think we're dealing with a bunch of smug dupes here posing as knowledgable industry operatives: dream on. These guys read a magazine article and declare themselves experts. I saw that sort of mentality in Del Yocam as he ran Inprise deeper into the dirt. Sadly, we're dealing with financial and business dupes operating in a technical vacuum. Maybe it's true. Maybe Inprise got the bottom of the barrel: rejects from other companies that rising stars wouldn't accept. How else do we explain this? Somebody help me out here. I am all ears and willing to entertain any plausible explanation for this fiasco. It doesn't take rocket science to bundle free software with a few extra utilities added and a few major services removed. If they don't already have it, Microsoft office products could be updated to run on Microsoft Linux in a heartbeat. Your nextdoor neighbor can have his own Linux distribution and compete with Microsoft's. When you already have a retail channel in place, stuffing store shelves with a product that isn't moving is a simple matter. Is that what Inprise management saw as potential? Slapping shareware on a CD and stuffing the retail channel with it? This is the quarter-pumping tactic that Corel's CFO was rumored to have resigned over. Even dumping product couldn't help Corel's dismal results. No wonder investors are angry with the clueless suites at Inprise. These guys sought out what I consider to be the software industry's laughing stock and invited them to fleece Inprise. Inprise management makes the chicken with its head cut off look cool and deliberate. As always, dissenting opinions are welcome provide they are accompanied with reasonable arguments and facts. My opinion on Corel and Inprise has stood the test of time and there's no reason start doubting it now.

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