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Technology Stocks : BORL: Time to BUY! -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Whlan who wrote (7595)	11/20/1997 1:59:00 AM
From: David R	Read Replies (2) \| Respond to of 10836

I like this clip in an article in the San Jose Merury News, regarding Borland "Revenue from corporate sales has gone from 8 percent two years ago to 50 percent last year, he said. And he [Del Yocam] predicted the company's sales will climb steadily to as much as $500 million by 2001. Regarding turnaround, Del says "I want eight consecutive quarters of improved results, ... Then we can say we have turned the company around." In other words, it is not that it wil take 8 quarters to turn BOrland around. It is that it will be 8 good quarters before Yocam will say the turn around is complete. You got to admit, he is sharp. Thus far, Del has manged BORL very well. The red ink is gone, the employee situation is stabalized, the new products are rolling out. It is clear that he knows what he is doing. I believe that he will be successful in the Visigenic buyout.

To: Jerry Whlan who wrote (7595)	11/20/1997 2:20:00 AM
From: Kashish King	Respond to of 10836

Microsoft's COM is utter nonsense. Why can't developers create classes in C++ derived from a C++ class called, say, CActiveX and be done with it? Is there some technical reason why we have to have all of this VB horsecrap, code gymnastics and ad hoc restrictions? There is, it is called bad design combined with incompetent developers. I can create classes in Java derived from a java class called CORBA.Object and poof magic I exposed an object to the world: Java, C++, Smalltalk, Ada, whatever. That's what the combination of CORBA and Java have to offer and excuse me while I throw up if somebody doesn't come along and tell me that Microsoft is trying to counter that with Visual Basic and COM+ some time next year. It's here now; it's portable, it comes to us through Sun courtesy of the original developers: Visigenic and Netscape.

To: Jerry Whlan who wrote (7595)	11/20/1997 4:39:00 PM
From: David Miller	Read Replies (1) \| Respond to of 10836

they are the analog of the commodity processor in the hardware market Not sure about this analogy - to me, it has the same aspects of any product going "up-market". In fact, I am reminded of the attempts of the Japanese car manufacturers in the 1970's to produce a luxury car; they produced machines that out-featured a Rolls Royce, but it took them another twenty years to work out that you had to change the image as well. If Borland is going to challenge the big boys (so far of course it has only targetted Forte in public) which is where the enterprise battles - and the $500m in revenues - are, they have to change more than just the feature list in the product. Visigenic has big name recognition Within the industry, yes. In user-land, no. It still comes as a surprise to most people I talk to that their Netscape browser contains a fully functional Visigenic client-side ORB. It's not the functionality that is the issue, it's knowing what to do with it that's important, which is why I keep taking issue with those who believe that goodness (as in neat functionality) automatically equates to greatness (as in market share and revenues.) david