> Unfortunately, having the best products does not gaurentee a successful
> business. If I was a share holder in Borland, I would be mighty
> p.o'd with
> the company - too many changes, too little profit.
Problem is, look who was doing the buying!! Not exactly a cash-rich,
going-up company...
> Once good reason for a merger is to get some cash, something Borland
> desperately needs.
Cash, I'm told, is not a problem - Inprise has (AFAIK), no longterm debt,
and a LOT of cash in the bank.
or something very similar to that. The stock price was even OK (about
14-16$) before the merger announcement. Its going back up, too.... (INPR is
on 5 9/16, CORL on 4 3/16 (In december last year, they were on 40, we were
on 20), and Redhat, the 'darling' of the IPO game, is on 20 1/4. Not that
much, really, when they peaked at 151 in Jan)
> My most pesimistic nightmare has taken a giant leep closer to
> reality - that
> being the complete collapse of the company. Given the popularity of the
> tools it's probably more likely that a hostile take-over is not
> far away....
> the hostile force could be MS (only for Delphi) or maybe even Oracle.
>
> Either way, something will have to go and I suspect the Kylix project is
> seriously under threat.
Not from what I saw over the last few days. Dude, you speculate like a
slashdotter!
Kylix is in a very strong position to kick a lot of butt. Total colapse is a
long way away, AFAIK. As for a hostile take over - MS have enough of their
own problems (and buying their major tools compedator would not look good at
the moment). I can't think of anyone else who would want to - everyone else
is in the open tools game, and are too busy developing their own stuff (EJB
servers etc) - generally based on Inprise / Visi technology (Oracle sell
JBuilder (1 version back) as JDeveloper(?), and Visibroker is the core 'orb'
for most of the major players: Oracle, CISCO, Silverstream etc.)
Personally, I think everyone (Oracle, IBM et al) is targetting at MS's
space - trying to get a piece of that pie while the Justice Dept has them on
the back foot. Inprise included.
N
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