BORL: Time to BUY! Message Board

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Technology Stocks : BORL: Time to BUY!

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To: TimF who wrote (10811)	3/15/2002 3:13:39 PM
From: Hans-Erik Eriksson	of 10836

Today's drop is of course to the Oracle statement. I think the market is seriously miscalculating on the impact Borland products is having right now, especially the Java products. They are gaining market share every day, based on superior technology and quality. It's obvious that they have managed to maintain and attract very professional people in their development organization (which is what this company is all about). The challenge for Borland now is reaching to the "high-end" market i.e application servers and products beyond the IDE. This could be done by a high degree of integration with their development environments, but also by creating partnerships in a higher degree than what has happened in history (e.g. how about looking about MX from MACR - key issue!). They have moved into collaboration with Rational about UML, which is excellent. Sorry, some notes about the business not about the stock. Maybe the business might affect the stock somewhere in the future... :-). /Hans-Erik

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