Borland and Open Env - RAD For the Inter/Intra Net Message Board

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Technology Stocks : Borland and Open Env - RAD For the Inter/Intra Net

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To: George Lazar who wrote (22)	7/18/1996 7:52:00 PM
From: Rajeev Batra	of 70

Mr. Lazar: Thank you very much for your detailed analysis of the situation and backing up your claims. However, you do have a few facts that are inaccurate: 1) $ 20 Million in revenues - what year are you referring to - because for FY 95 OPEN had revenues of almost $30 Million. 2) "They don't have breakthrough technology......." On the contrary the architecture and the technology layered on top of the architecture is by all means revolutionary - this is a industry-wide recognized fact. The multi-tier architecture is the architecture of the future - and has been advocated by OPEN for 4 years and only now is rest of the industry embracing it and claiming their technologies are multi-tier (or three-tier capable). This is evident by product announcements by Powersoft (Sybase) - Powerbuilder 5.0, VB enterprise edition from Microsoft etc. are claims to multi-tier technologies for the enterprise. Unfortunately Borland upto the point of the merger had no enterprise (for that matter a real Client/Server story) story to meet their objective of growing with this lucrative segment of the industry. Now BORL does - the merger with OPEN puts BORL far ahead of Powersoft, and Microsoft - both of those technologies have very poor architectural basis for the Enterprise. I am very excited about the prospects of BORL moving forward - BORL with a great operational infrastructure, focused mangement strategy, and (as always) a great technology vision merging with OPEN, which brings the most experienced technology and group of people in the multi-tier enterprise technology field. Together they will be able to understand and deliver on the business requirements of the FORTUNE 1000 customers worlwide with technology and resources that are truely experienced, tried, and more advanced than anyone else in the market place. In addition, I would like to address for a moment your observations regarding the stock price. Borland's failure to meet expectations for their 1st quarter has been attributed directly to their inability to push the Delphi product line through their ditribution channels. Why do you believe this is? Borland's own strategy, which they have been executing on for the past 1 - 2 years, has been to move into the client / server, enterprise computing market space. They fully expected their 'desktop' market to shrink over time. The events of the last quarter fully support these expectations, and re-inforce their decision to move with Open Environment. Would you agree? I hope my viewpoint helps you understand from a business case point of view how this merger is extremely healthy for BORL. Thanks, Rajeev

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