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

To: Bill Tucker who wrote (9651)	3/30/1998 10:44:00 AM
From: Bipin Prasad	Respond to of 10836

Yes. I visited them as well. I haven't personally used TUXEDO and know little about ICEBERG. Transaction Processing Monitors are big in some circles and usually fetch big bucks because they require architectural commitment. JBuilder does not fall in that category. However, I feel that Enterprise Java Beans will be a very big hit. So the EJB standards relating to transaction processing in this environment will be big as well. Borland will be well served if it creates a Enterprise level product in this area. I cannot explain IONA's climb. CORBA's increasing popularity may be fueling the stock. But in a few years that market will essentially disappear (since it will only remain in an embedded form in other products). IONA is not a competitor of Borland, although IONA could be severely hurt by actions of Borland in the future. IONA is a competitor of Borland because the latter acquired Visigenics. If Borland considers BEA as a rival, then hopefully we will see some competitive products. Not showing up at CORBA panel could be a public relation problem. Product-vise, visigenics should have no problem. However, this was a good opportunity to become more visible. Hopefully they will use more of the free publicity and opportunities in the future. Bipin Prasad