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

To: shane forbes who wrote (10076)	4/22/1998 1:32:00 AM
From: David Miller	Read Replies (1) \| Respond to of 10836

Ummm.... yes. Borland sold desktop products in their past to individual programmers - now they are selling enterprise products to corporations. 2 totally different ball games That exactly what I thought I was saying. It is not a surprise to us, so it shouldn't really be a surprise to them. My reference to Forte was meant to illustrate that even a company that had never been anywhere else but the enterprise, was having difficulty predicting its sales cycle with accuracy. It goes with the territory. Seems to me they have understood the required tangibles I hear the words, and admire their intentions. We can now both sit back and watch the implementation. On year 2000 they consider theirs a "strategic" solution and not the regular "tactical maintenance" solution of fixing Y2000 code. Also sees opportunity for development of new business as a result. Easy to say, but what exactly do they refer to? It is a little late to advocate total system rebuild (another Forte "position", by the way), and to even suggest this could damage credibility. Seeing a bit of BEA but the primary boys are IONA and BORL. This is the Visigenic part of the briefing - these guys used to be Visi's opposition back in the old days, Iona has Orbix and BEA has DEC's old ObjectBroker. Competition in the enterprise zone is going to come - additionally - from Oracle, Sybase, IBM and Microsoft. no one mentioned MSFT directly or indirectly Understandable. You don't invite the devil to your table. Doesn't mean he won't be there, though. Make no mistake, Redmond wants this space too. david