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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: David R who wrote (4875)5/13/2000 12:40:00 PM
From: Kashish King  Read Replies (2) of 5102
 
There are some similarities between Inprise and Corel that should be pointed out, although Inprise is still head and shoulders above Corel. From a product point of view, this merger is akin to a failing re-seller of used lawn mowers hooking up with a machine tool manufacturer -- two guesses who the used lawn more company is. The similarity is that Corel developed a single successful product and has using residual sales to keep afloat without anything really new. Likewise, Inprise IDE and language products had been about it for them and they've been milking that for years.

Inprise failed miserably to repeat the success of BEA Systems in the Application Server market and that's just poor execution and management on their part. In walking into Corel's office, they demonstrated more of that rank amateur ineptitude or un-gettedness, if I can use my own personal vocabulary. Meanwhile, they still maintain a very solid technical lead in Java development tools. I really don't think Inprise management understands the value of those tools. This is the company they should be hooking up with:

BEA Systems (SYMBOL: BEAS)
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