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Is this true?

 
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CNemo
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PostPosted: Mon Jul 25, 2005 6:32 pm    Post subject: Is this true? Reply with quote



Opportunitistic Break-up Call from Borland Shareholder
Published: 21 Jul 2005

http://www.cbronline.com/blog.asp?show=cbr/2005/07/opportunitistic.html


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CNemo
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PostPosted: Mon Jul 25, 2005 6:59 pm    Post subject: Re: Is this true? Reply with quote



I wonder if there is official comments from Borland...


"Rick Carter" <carterrk (AT) despammed (DOT) com> wrote

Quote:
Opportunitistic Break-up Call from Borland Shareholder
Published: 21 Jul 2005

http://www.cbronline.com/blog.asp?show=cbr/2005/07/opportunitistic.html

Yes, it's true that Robert Coates has been pushing for this. This has
been mentioned already in several discussion threads, with a previous
link to the article you mentioned.

And there are many of us who would agree that this is an opportunistic
move on the part of Mr. Coates, who has been nothin' but trouble.

Rick Carter
[email]carterrk (AT) despammed (DOT) com[/email]
Chair, Delphi/Paradox SIG, Cincinnati PC Users Group

--- posted by geoForum on http://delphi.newswhat.com



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Dan Miser
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PostPosted: Mon Jul 25, 2005 7:10 pm    Post subject: Re: Is this true? Reply with quote



There is no way you will see an "official response from Borland" on this.
The business world doesn't work that way. If you want rumor and innuendo,
watch a soap opera. If you want facts, read quarterly statements.
--
Dan Miser
http://www.distribucon.com

"CNemo" <mikeevteev (AT) yahoo (DOT) com> wrote

Quote:
I wonder if there is official comments from Borland...



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Wayne Niddery [TeamB]
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PostPosted: Mon Jul 25, 2005 7:17 pm    Post subject: Re: Is this true? Reply with quote

CNemo wrote:
Quote:
I wonder if there is official comments from Borland...

You will rarely get "official" comments from *any* company answering the
statements of individual shareholders. There is nothing to judge here as
true or false because these are only the *opinions* of a shareholder. In
this case it is a shareholder who has been trying for several years already
to take control of the company.

--
Wayne Niddery - Logic Fundamentals, Inc. (www.logicfundamentals.com)
RADBooks: http://www.logicfundamentals.com/RADBooks.html
"A man is likely to mind his own business when it is worth minding,
when it is not, he takes his mind off his own meaningless affairs by
minding other people's business." - Eric Hoffer



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Rick Carter
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PostPosted: Mon Jul 25, 2005 7:33 pm    Post subject: Re: Is this true? Reply with quote

Quote:
Opportunitistic Break-up Call from Borland Shareholder
Published: 21 Jul 2005

http://www.cbronline.com/blog.asp?show=cbr/2005/07/opportunitistic.html

Yes, it's true that Robert Coates has been pushing for this. This has
been mentioned already in several discussion threads, with a previous
link to the article you mentioned.

And there are many of us who would agree that this is an opportunistic
move on the part of Mr. Coates, who has been nothin' but trouble.

Rick Carter
[email]carterrk (AT) despammed (DOT) com[/email]
Chair, Delphi/Paradox SIG, Cincinnati PC Users Group

--- posted by geoForum on http://delphi.newswhat.com

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Martin Brekhof
Guest





PostPosted: Mon Jul 25, 2005 8:16 pm    Post subject: Re: Is this true? Reply with quote

Quote:
If you want facts, read quarterly statements.

The first reaction to the General Accounting Office study saying that one
out of every ten U.S. public companies has been forced to restate earnings
in recent years is that it's old news.

http://www.forbes.com/2002/10/24/cx_da_1024topnews.html

not that I expect an official reaction from Borland on the current
situation.

regards,
Martin



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CNemo
Guest





PostPosted: Mon Jul 25, 2005 8:16 pm    Post subject: Re: Is this true? Reply with quote

In case of Borland it might be sad to read the statement.... Post mortem.
This is free market. You better keep talking, or people think you are dead,
and sell your stocks.

Nobody expect "response to one shareholder", but it will be worth to know
what company does to fix situation.
Fuller resigned, new management keep silence...


"Dan Miser" <dmiser (AT) wi (DOT) rr.com> wrote

Quote:
There is no way you will see an "official response from Borland" on this.
The business world doesn't work that way. If you want rumor and innuendo,
watch a soap opera. If you want facts, read quarterly statements.
--
Dan Miser
http://www.distribucon.com

"CNemo" <mikeevteev (AT) yahoo (DOT) com> wrote in message
news:42e53684$1 (AT) newsgroups (DOT) borland.com...
I wonder if there is official comments from Borland...





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Didier Largange
Guest





PostPosted: Tue Jul 26, 2005 3:07 pm    Post subject: Re: Is this true? Reply with quote

Quote:
http://www.cbronline.com/blog.asp?show=cbr/2005/07/opportunitistic.html

In fact, I find this article to be a good press for Borland.
:-)

Didier

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Wayne Niddery [TeamB]
Guest





PostPosted: Tue Jul 26, 2005 3:49 pm    Post subject: Re: Is this true? Reply with quote

Didier Largange wrote:
Quote:
http://www.cbronline.com/blog.asp?show=cbr/2005/07/opportunitistic.html

In fact, I find this article to be a good press for Borland.
Smile

Good article, thanks for the link.

--
Wayne Niddery - Logic Fundamentals, Inc. (www.logicfundamentals.com)
RADBooks: http://www.logicfundamentals.com/RADBooks.html
"Nature abhors the vacuum tube." - J.R. Pierce, Bell Labs engineer who
coined the term 'transistor'



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CNemo
Guest





PostPosted: Wed Jul 27, 2005 12:28 pm    Post subject: Re: Is this true? Reply with quote

If somebody will buy this poor company - this will be happy end.
The question is - who?

In worst case Borland will die slowly and painfully.

And articles like this will lead to the second case.


"Didier Largange" <d.largange_remove (AT) logicantilles (DOT) com> wrote

Quote:
http://www.cbronline.com/blog.asp?show=cbr/2005/07/opportunitistic.html

In fact, I find this article to be a good press for Borland.
:-)

Didier



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Oliver Townshend
Guest





PostPosted: Wed Jul 27, 2005 12:34 pm    Post subject: Re: Is this true? Reply with quote

Quote:
If somebody will buy this poor company - this will be happy end.
The question is - who?

There are plenty of options. It could be split into two companies, eg
Borland Corp and Delphi Corp and shares issued to the current shareholders.
Plenty of companies do this when a merge doesn't work out. One day Time
Warner and AOL will go back to being two companies, and I think there a
large media company doing it in the US right now. It could also be sold to
another company interested in compilers (although none spring to mind), eg
Sybase, IBM, Microsoft, Sun or Apple (my money on Sun). I think the split
is the simplest option, although one of the two companies will then probably
be bought out (Borland by BEA) and the resulting company (probably Delphi)
will rename itself Borland.

Oliver Townshend



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Filimonker
Guest





PostPosted: Wed Jul 27, 2005 1:48 pm    Post subject: Re: Is this true? Reply with quote


"CNemo" <mikeevteev (AT) yahoo (DOT) com> wrote

Quote:
If somebody will buy this poor company - this will be happy end.
The question is - who?

In worst case Borland will die slowly and painfully.

And articles like this will lead to the second case.

I think speculation about Borland is damaging because it makes current
shareholders nervous about the company, and it will make it difficult to
attract new investors because key people engage in outbursts like in the
article.

Borland really has no choice BUT to offer an IDE with its products,
considering that the main competition bundles IDEs with the compiler. What
is Visual Basic without its IDE? What is MS C# without Visual Studio?
Removing the IDE from Borland would make it harder to find selling points
for Delphi.

It would give away the market to MS and to Free Pascal. In my humble
opinion.



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CNemo
Guest





PostPosted: Thu Jul 28, 2005 12:16 pm    Post subject: Re: Is this true? Reply with quote

Quote:
I think speculation about Borland is damaging because it makes current
shareholders nervous about the company, and it will make it difficult to
attract new investors because key people engage in outbursts like in the
article.

I meant that after such speculations and no response from Borland, it price
will drop down so significally (may be not immediately but in long term)
that it will easy target for any more or less big company looking for
appropriate technology. It just seems like company doen't have decent
management at all.



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