BORL: Time to BUY! Message Board

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Technology Stocks : BORL: Time to BUY!

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To: Shroder Wertheim (Hijacked) who wrote (9169)	2/20/1998 12:40:00 PM
From: shane forbes	Read Replies (1) of 10836

Does any of this make sense: Trying to figure out how many JBuilder copies have been sold so far (actually some one asked me this question. Here's what I replied: ---- Funny you should ask that! I asked one of BORL's big guys about that but they won't bite. They don't provide product breakdowns. I heard the same during their conference calls. However we may be able to piece together a bogus estimate: MSFT has even admitted that there are around 400k developers who do at least something with Java. We know that JBuilder has been very well received and sold out in the opening release. I think BORL would have emphasized JBuilder sales if they had hit a significant milestone in the same way that they emphasized BCB sales when those hit a 100,000. Being relatively new I doubt very much if it has more than (conservatively) 20% market share. Putting it all together we get a max of around 80k. So I'll just guess 30-50k copies retail. (I think this is likely a bit low. But when I guess I like to guess conservative.) (The other thing is that this does not include the versions/copies that go into Oracle's stuff etc., the big $ deals that BORL has been doing recently with big corportaions. This is purely single copies. ) (I initially expected Java tools to sell like wild fire. My hopes have been tempered since then as I feel that the market though big is far from being the size of say the C++ market. [But certainly it is growing fast.] Also it has more of a attraction to the really professional enterprise people I guess.) (Also in a survey MSFT did in May of last year (before BORLs tools came out and still early in the Java game), they said there were around 150k developers and VJ++ had around 50% market share, Sun 20%, Symantec 13%.) ----

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