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


To: Bipin Prasad who wrote (7943)12/9/1997 12:45:00 PM
From: Tom C  Read Replies (2) | Respond to of 10836
 
BPP,

He said JBuilder and the recently released JBuilder C/S are being well received. He said that developers are clamerring for 100% pure JAVA solution which Borland is providing. He said if there develops a split (i.e. Microsoft) version of Java, they will look at the possibility of offering something for that market. He said that in the last 2yrs the percent of Enterprise sales (I read this as C/S) went from 10% of revenue to 40% of revenue. (Gee, I wish I had taken notes, I am not sure of the second number.. sorry, it may have been higher then 40).

Del was also asked about the effect of the Asian economies on earnings. He said that the Autrailian market is showing some signs of slowing down, but he didn't say that way.

This is my recollection. I did not take notes. Any one who saw the interview, please provide corrections.

Regards

Tom