BORL: Time to BUY! Message Board

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Technology Stocks : BORL: Time to BUY!

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To: Hungry Investor who wrote (7527)	11/18/1997 9:29:00 PM
From: shane forbes	Read Replies (2) of 10836

Borland's take: borland.com a few snippets: --- The Standish Group estimates that the market for ORBs, transaction managers and messaging (a subset of the enterprise middleware product market) will grow to $3.7 billion by the year 2000. --- The major benefits of the acquisition will be: A complete solution from a single platform-independent vendor for corporate customers building the enterprise distributed applications that make up Information Networks Increased integration of Borland's object-oriented development environments with the VisiBroker ORB Expanded worldwide sales and support organization for enterprise customers Acceleration of the Information Network strategy with ownership of a key technology for deploying enterprise distributed object applications Entry into the fastest growing segment of the middleware market with the fastest growing company in that segment. --- Nothing is as sweet for an end-user as having several of its largest technology suppliers singing from the same hymnal. The combined selection of VisiBroker by Oracle, Netscape, and Novell means that within a year this CORBA infrastructure will have been installed on tens of millions of desktops and millions of server nodes, providing the potential for application interoperability of unprecedented scale. The consequence will be to propel Visigenic into a clear leadership position." --- To add my .02/2 cents to the ongoing discussion. This is a very good thing. The market reacted today because of the price that BORL is paying to get the technology. The thing to remember is the future impact on earnings not look at what Visigenic has been able to generate as earnings in the past. Take a look at the table in the above link and see the comparisons with the competitors in the field. Watch for the next gartner report on enterprise computing. Don't know much about the people that work for Visigenic. But presumably the additional sales staff will help in a big way considering that Del said in the last c.call that he wanted a larger sales staff. Unfortunately n/t impact will be bad but hey one time charges! Hide everything! This is a very very good thing this Visigenic thing.

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