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Technology Stocks : BORL: Time to BUY!

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To: Jeroen Pluimers who wrote (9200)2/24/1998 9:52:00 PM
From: James Yegerlehner  Read Replies (4) of 10836
 
All:

I posted this on one of the Borland tools newsgroups (forums.borland.com) regarding what I think is a weakness in Borland's tools strategy. I post it here because I think it may be of interest.

Ben Matterson (Borland) wrote in message
<34F32F46.5076E799@corp.borland.com>...
>
>Borland's policy is to keep quiet until a product is ready. We're not
>in the business of selling vaporware.
>

Delivering promised products late hasn't exactly put Microsoft out of
business. In the mean time, I've personally seen instances of people
choosing MSVC over delphi/BCB just because they need to port to CE one day. CE is starting slow like NT did but before long it will be everywhere.

And if you say Borland is only interested in the Enterprise market and CE isn't it, guess what: MS is going to have an IA-64 SDK before the end of this year. People who spend big bucks on the Merced servers in about a year are going to want to run native IA-64 code, not IA-32. If Borland doesn't make it crystal clear that there will be native code generation for IA-64 from their tools, they stand to lose a lot of business.

IMO Borland needs to break a couple of compiler geniuses free and get us some cross-compilers for the other win32 CPUs (CE and NT) before everybody needs them. Right now you can recompile an MFC app for any CE device you want. If Borland waits until it becomes obvious that everyone needs to compile for CE devices, it will be too late.

I really really don't want to have to give up using Delphi for win32
development. But if current trends are any indicator, we're all going to be using the MS tools.

techweb.com
zdnet.com

Jim
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