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

To: atvcb who wrote (4859)	5/5/2000 11:35:00 AM
From: Kashish King	Read Replies (1) \| Respond to of 5102

The Cowpland Factor Cowpland touted their fizzled Video Conferencing system as the next big thing. Then it was OLAP which was going to put Corel on the map. Next they were going to somehow cash in on Windows Terminal software. Then Windows Emulation would launch the company followed by the Network Computer. First, however, they would set the world on fire with their Java Office Suite. Not content with that long list of total or near total disasters, Inprise then jumped on the Linux bandwagon by creating yet another version of the Debian distribution -- a favorite of the roll-your-own Linux distribution in 24 hours crowd. Each of these feigned efforts has resulted in total failure technologically and economically. Anybody who want's to argue my point of view is free to offer concrete facts supporting their denials. If you've been following a long you have seen Corel jump on these bandwagons well after the train has left the station, if you will permit me to mix the metaphors. Did Inprise not know of this history? For those who think I was exaggerating about this being more comedy than technology: *"Corel was almost viewed as a real company because of Linux chatter...* zdii.com ********************************************************** Linux This buzzword is dead. Just the mention of the open-source Windows alternative could drive any downtrodden stock into the stratosphere. Once the buzz petered out, shares of Red Hat (Nasdaq: RHAT) and VA Linux (Nasdaq: LNUX) came crashing back to earth even though both firms are making nice strides. Execs at both companies will tell you it's good the hype is gone (sure it is), but it's more noteworthy to look at what those former Linux wannabes are saying these days. Check out V-One (Nasdaq: VONE). In November, shares of V-One rocketed because its SmartGate virtual private network product was compatible with Linux. V-One shares surged around the same time VA Linux set the IPO record. Meanwhile, Corel (Nasdaq: CORL) was almost viewed as a real company because of Linux chatter. "The growth of Linux as an enterprise solution has made clear the need for Linux compatibility at both ends of the VPN and we're pleased that SmartGate is the first to market with such a solution," said CEO David Dawson in a November statement. What did V-One have to say about Linux in its first quarter earnings statement Thursday? Nada. The company didn't mention Linux once. Now the company is clearly on the Pocket PC/Windows CE bandwagon. And Corel? Its "Linux powerhouse" merger with Inprise (Nasdaq: INPR) is on the ropes and now Corel is working the WAP, XML and ASP buzzwords. ********************************************************** Another Gem: biz.yahoo.com