BORL... time to short?! Message Board

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Technology Stocks : BORL... time to short?!

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To: who wrote (21)	7/8/1996 10:29:00 PM
From: james yang	of 56

David, are there more Borland personnel that we can share our views with? Some E-mail addresses would be nice. As a developer and a long time fan of Borland products, I would like to give you my two cents on how Borland should proceed in the next 6 month. The plan unfolds as follows: 1) Refocus the majority of the companies remaining resources on Latte. The reason for this is simple. Once Latte comes out, there will be no compelling reason to purchase Delphi anymore. New sales of Delphi products will slowly decline, but that will also be true of all C/C++ programming environments as well. (Microsoft will also face this with Visual Java versus Visual C++). I am not advocating a total dump of Delphi, rather just a refocus in company direction. I agree with all of you that Delphi is a great product, that is not in question. The problem is simply the economics of training developers in Pascal. Companies are much more likely to leverage the existing pool of C/C++ programmers rather than learn a new language like Pascal. Java is a much easier version of C++, so it only makes sense to move in that direction. In time people will come to the realization that Java can be used to write both applications as well as applets. Adding database support and file persistence will hasten this transition in thinking. Microsoft’s plans to implement Java at the OS level virtually assures that Java will be around. 2) Allow the beta for Latte to be freely distributed like a Netscape browser. This will legitimize Latte as a true internet tool and at the same time it will allow most of the programming world to see what a great development environment Latte is. To protect the Latte 1.0 product from piracy, simply auto expire the beta in 3 month when the production becomes available for purchase. Being late in coming out with a Java tool may have been a boon for Borland as the Java language is still being developed as we speak. The key in making Latte a success will be the ability to easily create applications using Java. 3) Allow Latte to support both Active X components as well as Java beans to allow use of Latte for both Netscape Browsers/Servers and Microsoft Browsers/Servers. Remember, Borland is in the compiler business and should not limit itself to just one market (it would be tempting but foolish to leave out Microsoft in your equation). The plan that I have laid out may see aggressive, but Borland must be aggressive if it intends to survive as a development tool company, the market will demand nothing less. James Yang James.Yang@InternetMCI.com

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