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Technology Stocks : INPR - Inprise to Borland (BORL) -- Ignore unavailable to you. Want to Upgrade?


To: Dave H. who wrote (3663)12/10/1999 10:04:00 AM
From: johnsto1  Respond to of 5102
 
for all you software experts do you like SFTW.Chart looks good,float small,based 2 weeks ago,what are your thoughts?thanks



To: Dave H. who wrote (3663)12/10/1999 11:57:00 AM
From: Bipin Prasad  Respond to of 5102
 
I don't mean to put down CORL. But INPR has so much to offer in tool industry, it's not even fair to put them together to compare. Sorry.

later,

InSook Prasad



To: Dave H. who wrote (3663)12/10/1999 12:19:00 PM
From: Dennis Nicks  Respond to of 5102
 
Dave, you left out an important part of Borland's history. Borland started with great tools and was successful. So successful that they used that success to get into the applications (Quattro Pro was the first spreadsheet program I learned). A combination of bad execution of the Ashton Tate acquisition, hubris, and some serious brute force from Microsoft put dropped Borland from the 90s.

The tools vendor image of Borland/Inprise is an outdated one. This is why Inprise isn't trading at the lofty levels of Corel. Just read any stock chat thread on Inprise and you'll read about the best tools in the world. You rarely hear of the ASP direction the company has proposed. I've been thinking about this ASP directive and it makes so much sense. They leverage their talent, R&D, tools and $170 million to secure a piece of that market.

Everyone knows that Borland makes the best tools, but very few people realize the company has more up its sleeve than that.

Dennis