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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: i-node who wrote (2409)3/20/1999 2:51:00 PM
From: Chinacat  Read Replies (3) of 5102
 
One thing that they should think about is to untangle the VSGN involvement. Perhaps this means that they should sell the CORBA business to somebody.

In the CORBA sphere, the other player is IONA, and IONA dominates on the Enterprise. Visigenic has, on the other had, been successful in Embedded CORBA, which is a pretty diferent game from what Borland has been used to playing. The best thing they can do is to sell the CORBA business to somebody like IBM or maybe even one of the Embedded players who have a networking focus. (INTS would make sense?).

The original Delphi stuff, and then now the BC customers are truely this company's asset, and if Borland would start treating them like that, then its good for everyone. Except maybe Microsoft.

Here's a question to the floor (I ask this to assess my worstcase possibility, before buying any INPR).:

Assuming Management doesn't change, and the company doesn't get bought out, what will the stock do over the next 6 months to 1 year?

Thanks!
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