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

To: Fred Gohlke who wrote (4255)	2/4/2000 12:06:00 AM
From: Tom C	Read Replies (1) \| Respond to of 5102

Freddy, I went to the Linux show in New York yesterday, and I was not impressed What? you finally realize that the Open Source crowd is a bunch of communists? LOL. (I'm just kidding, really) Regards Tom

To: Fred Gohlke who wrote (4255)	2/4/2000 8:54:00 AM
From: i-node	Read Replies (1) \| Respond to of 5102

I went to the Linux show in New York yesterday, and I was not impressed, either with the overall turnout or with the attendance at the Inprise booth. I've been waiting for this event because I thought it would re-light the Linux fires. That does not seem to be the case. These systemic changes take time to occur. While the hype always has us thinking "Java will replace all other languages in 18 months" or "Linux will unseat Windows in 2000", it simply doesn't happen like that. I think the same is true of Inprise & its involvement with Linux. I believe Linux presents a huge new opportunity for Inprise, and has breathed new life into a company desperate for sales, and they are doing the correct things to capitalize on it. But the idea that by the end of this year Linux is going to make us all wealthy is nonsense. While I suspect we'll see a revenue bump as the Linux stuff comes online (particular when Kylix is released), it is not going to generate overnight wealth. A lot of the people who bought INPR over the last couple months were expecting these sorts of miracles. They'll be in and out of INPR, maybe several times, before anything happens here..

To: Fred Gohlke who wrote (4255)	2/4/2000 2:16:00 PM
From: Dennis Nicks	Read Replies (1) \| Respond to of 5102

Hello Fred, Thanks for your report on the Linux expo. I agree with you that Linux isn't much right now, really a product that has filled a very small niche. What is really exciting to me is that Inprise is committed to being there to foster the growth of Linux, in both tools and middleware. Is Linux just another flash in the pan? IBM doesn't seem to think so. To be fair, this is also the company that brought you OS/2. What OS/2 really suffered from was 3rd party support. The amazing thing about Linux, is that 3rd party support is what made Linux what it is today! If there is any validation for Inprise's current business plan, it's included in this interview with IBM's Irvine Wladawsky-Berger. it-director.com In the interview, not only does he talk about the importance of Linux as a server environment (and the need for middleware), he also talks about the need for developer tools support. Inprise is positioning themselves as leaders in both. As for Win2000 vs: Linux, I don't buy the either/or philosophy. MS is not going away and neither is Windows. Will Linux take away marketshare from Windows? No, we will not see a significant erosion of MS market share for some time, if ever. What we will see is more enterprise computing that uses Linux. Having Inprise grab some of the market share in that space is certainly good enough for me. Dennis