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

To: shane forbes who wrote (7920)	12/8/1997 6:19:00 PM
From: David Miller	Respond to of 10836

Re Roger Sippl's letter to the world. I know it is easy to be cynical (if there were a PhD in the topic, I'd be a shoo-in), but there seems to be an air of "methinks he doth protest too much" about this piece. Consider the four "articles of faith" he puts forward: >We will maintain all of our current VisiBroker-related development, support and consulting resources >All current VisiBroker-related development projects will continue. >VisiBroker will continue to be sold and licensed as a standalone product line to partners and customers interested in licensing CORBA technology. >Both companies believe in direct sales, support, and consulting. I don't doubt the sincerity of the first two - by all accounts Mr Sippl is the developer's developer, a hands-on, dedicated, first-in last-out kind of guy. My doubts creep in around item three - a bit of wishful thinking, in my opinion - but item four is the real eyebrow-raiser. Neither company has a history of direct sales. Borland has always been channel-centric, while Visigenic built its business on OEM licenses. Borland has yet to transition to a direct model (and they won't get there simply by talking about it), while Visigenic had only a few months' experience in the front line, and to all appearances didn't make much headway against the market leader..... Still a way to go on this one, I feel. Quarter's results will play a big part too... both sets of numbers. david