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

To: David Miller who wrote (9501)	3/19/1998 7:32:00 PM
From: David R	Read Replies (1) \| Respond to of 10836

The VSGN acquisition alone has made BORL a "provider of premium enterprise development tools". Add the As-400 support, SAP R/3, Entera, Interbase, etc., and the picture is pretty clear. These are all premium enterprise products. with CORBA enabled C++B and JBuilder, the picture will be complete. There is not competition with MSFT in the enterprise arena. MSFT offers an MSFT-only solution. If you have not checked, MSFT may own the desktop, but it does not own the enterprise. How many mission critical apps are running on MSFT? I agree about the wool David. In order to see the entire picture, one must look past his/her personal biases.

To: David Miller who wrote (9501)	3/20/1998 8:01:00 AM
From: i-node	Respond to of 10836

"Borl has laid plans to become a provider of premium enterprise development tools. They hope to move away from the commodity PC tools market into the higher unit-price, high-margin enterprise development market." David, I agree; it's underway, but not done. But surely you'll admit Borland has made significant inroads at this time. They apparently have gotten past the funding issues which were on everyone's mind a 18 months ago, have a really good product lineup, and are getting a lot of attention from the enterprise. I submit this is more than merely "hoping". I agree, however, that it isn't quite a "done deal".....