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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: Cube who wrote (1437)10/24/1998 1:37:00 PM
From: Graham Wideman  Read Replies (3) of 5102
 
Cube and others, both negative and positive on Del's performance: A couple of questions to elicit some views on your assumptions and expectations:

1. Do you feel that the "enterprise information infrastructure" direction that Borland/Inprise has shifted towards is the right one (or at least a good one) considering their position of, say, 2 years ago?

2. If so, how long would you expect such a redirection to take, and what sort of timetable would you have had for a vendor to establish a good position in that market?

3. Is any other company attaining the performance in that market that you would like to see?

Graham
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