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Technology Stocks : BORL: Time to BUY!

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To: Bruce W. Shier who wrote (7491)11/18/1997 3:27:00 PM
From: Mark Bracey  Read Replies (2) of 10836
 
I agree. We don't need VSGN at this point.

But if it is true that VSGN is the leading supplier of CORBA related tools, and if their product is being licensed by quite a few players (read BORL competitors) then wouldn't this put BORL in the drivers seat. For those competitors that don't want to be reliant on BORL, won't they have to find a competitive product or develop it themselves. And as CORBA becomes more widespread, the licensing revenue should greatly increase. And if these competitors are using VSGN, won't this give BORL insight into every CORBA install out there?
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