BORL: Time to BUY! Message Board

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Technology Stocks : BORL: Time to BUY!

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To: Jerry Whlan who wrote (7595)	11/20/1997 4:39:00 PM
From: David Miller	Read Replies (1) of 10836

they are the analog of the commodity processor in the hardware market Not sure about this analogy - to me, it has the same aspects of any product going "up-market". In fact, I am reminded of the attempts of the Japanese car manufacturers in the 1970's to produce a luxury car; they produced machines that out-featured a Rolls Royce, but it took them another twenty years to work out that you had to change the image as well. If Borland is going to challenge the big boys (so far of course it has only targetted Forte in public) which is where the enterprise battles - and the $500m in revenues - are, they have to change more than just the feature list in the product. Visigenic has big name recognition Within the industry, yes. In user-land, no. It still comes as a surprise to most people I talk to that their Netscape browser contains a fully functional Visigenic client-side ORB. It's not the functionality that is the issue, it's knowing what to do with it that's important, which is why I keep taking issue with those who believe that goodness (as in neat functionality) automatically equates to greatness (as in market share and revenues.) david

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