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

To: trenzich who wrote (3728)	12/14/1999 7:36:00 PM
From: David R	Respond to of 5102

that's the beauty of it. If INPR can position themselves as a true internet .com company with no earnings, and no chance of operating in the black, they should have a market cap of $10B minimum. $20B will be child's play. We could be looking at $200/share. But there is one problem. What to do with all that revenue? <tic>

To: trenzich who wrote (3728)	12/14/1999 8:17:00 PM
From: Bipin Prasad	Read Replies (1) \| Respond to of 5102

inprise.com InSook Prasad

To: trenzich who wrote (3728)	12/15/1999 6:54:00 AM
From: Bipin Prasad	Read Replies (3) \| Respond to of 5102

>> So how does INPR make any money if they are giving Linux >> tools away free? This is a dilemma a lot of Internet companies are facing and attempting to solve. At this early stage in the game Inprise has to establish a market share and an overwhelming presence in this growing market segment. Ultimately they will have to charge for software or services in order to make money. The software they charge for, may be the upgrade, or it may be the next generation of some utilities (spreadsheet, database, wordprocessor). I think Inprise should leverage its cross-platform ability. Inprise has demonstrated that it can deliver a sophisticated cross-platform java IDE, by releasing it on Windows, NT, Linux and Solaris. Next step along this line would be to create a small bundle of spreadsheet (from the JBuilder product), database (also in the JBuilder product) and word-processing (slightly enhanced version from its JBuilder editor). This package would run on the diverse platforms. For Unix versions, the package should include an xterminal emulator (since many Unix users actually have a PC on their desk !). This project could be spun off as a separated company, partially owned by Borland, partially by Sun, IBM, Oracle, etc. and partially by a public IPO as a pure internet play. As far as the $100m infusion from Microsoft, this requires continued development for the Windows platform. This is fine and in Borland's interest, since the Windows platform is the main moneymaker currently. However, the cross-platform ability will garner revenues from new market segments. Bipin Prasad

To: trenzich who wrote (3728)	12/15/1999 2:14:00 PM
From: Dennis Nicks	Respond to of 5102

trenzich, this is how I read the free JBuilder business model. The release is a functioning IDE and much better than any other free Java tool (I haven't used this tool, so I don't know if its better. I'm just trying to pick through the free tool logic). So you get 100,000 downloads in less than a week. The JBuilder Foundation is just that, a foundation. Borland is going to sell add-ons and enhancements to it. Plus there is the licensing revenue for applications which are deployed. Somebody else already mentioned this, but being the #1 software tool developer for Linux will also help the company drive sales of its enterprise products. This is important since Linux will certainly grab more of a % market share of servers than it will of desktops. Dennis