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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: Graham Wideman who wrote (5031)8/20/2000 1:06:24 PM
From: Kashish King  Read Replies (1) of 5102
 
I have to take that press release about "beating" Oracle and the one about licensing software from IBM is really bad news. That speaks volumes about their relationship with the erstwhile mothership-in-waiting Oracle. It's so obvious that Oracle strip mined this company of its only resource going forward (Java and CORBA technology) and is leaving the husk to blow in the wind.

The wimpy noise about "beating" Oracle also indicates that after all these years they still don't get Microsoft's primary marketing principal: ignore the competition. There is no upside to throwing rocks at Oracle. Inprise did not recognize its failure while it was happening and apparently didn't bother to take notes on the way down. I guess they were busy concocting excuses.

Also interesting is that Inprise is a virtual no-show in Linux and Java trade publications, not to mention having no good will mentions anywhere I have looked. You would think they didn't have two nickels to rub together. Then again, based on their past marketing attempts they are probably better off saying nothing. Likewise, they DO. NOT. GET. the importance of customer support and collateral material that Microsoft grasped so very early on. They need to invest in this with free/cheap support and commission teams of people for sample code and reams of short, concise, thorough and complete documentation and a wide range of topics. Then again, perhaps they are right. Just don't do what Microsoft did, do what Microsoft is doing now that they have a monopoly: why make an intelligent move now having botched in up for so long.

This company is going nowhere with its current management because they are several notches below the past management teams: who were widely considered wholly incompetent. You know, companies like BEA seem to be doing just fine, thanks, and it's because they have competent management. Needless to say they will dismiss all of the above as just noise from an on-again-off-again investor. They really need to seek outside advice because they don't have a clue what they are doing themselves.
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