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Technology Stocks : BORL: Time to BUY!

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To: Bipin Prasad who wrote (9343)	3/7/1998 8:36:00 AM
From: shane forbes	Read Replies (1) of 10836

BPP(Bipin's Partner): You're very welcome! ----- Here's a recent article about Accelerating Java Acceptance (fastest Q over Q increase in Java's history) from a research firm (thanks to E.Graphs on the LSI Logic thread for pointing me to the site): ----- idcresearch.com How quickly is Java being adopted? More than 45 percent of U.S. companies surveyed had adopted Java in some fashion -- an 11 percent increase in just three months. "Despite a recent anti-Java backlash by skeptics and naysayers, it appears that in terms of corporate adoption, Java's momentum certainly continues unabated," said Evan Quinn, director of IDC's Java research program. "If anything Java has picked up steam. The publicity swirling around the Sun vs. Microsoft suits and the groundswell of support by Java die-hards helped fuel the surprisingly swift adoption rate of Java in U.S. companies of all sizes." IDC's study compares the results of its Technology Integration Panel Study (TIPS) survey conducted during October and November 1997 (TIPS Q4) with the results of the previous TIPS survey executed during the summer of 1997 (TIPS Q3) in regards to Java adoption. The sample sizes of the TIPS surveys were approximately 800 U.S. companies. IDC stratified the surveys by company size and industry. The survey results showed nearly 35 percent of companies surveyed in the TIPS Q3 survey had adopted Java to some degree. "We consider the 11 percent increase in Java adoption in TIPS Q4 as dramatic; it may prove to be the largest quarterly leap in Java's life-cycle," said Quinn. Though large companies continued to show rapid Java adoption -- advancing 12 percent in TIPS Q4 over TIPS Q3 -- small companies eclipsed the large company gain by growing 15 percent. IDC believes small- and medium-size companies now view Java as a technology in their future -- whereas three months ago Java remained off their radar screens. "While growing interest in Java by small- and medium-size companies should warm the cockles of the Java supply-side, perhaps the best news from the TIPS Q4 survey is the rapid increase in actual Java implementations by large companies," said Quinn. "Ten percent more large companies said they were in one of the stages of the 'implementing/implemented' adoption phase in TIPS Q4 over TIPS Q3." IDC believes the United States represents the geographical cutting edge of Java adoption, primarily due to a relatively high concentration of C++ programmers. Java's ranking as a completely international software phenomena is still several years away. IDC predicts 1998 and 1999 will be the years that test the U.S. mainstream's thirst for Java. ----- As Del mentioned, Java tools may be a huge market in the coming years. ----- There are also a number of articles on BORL at that site. For instance one on VSGN merger. The abstracts are available. The full text costs a cool 1,000 Presidents or more. ----- Shane.

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