| Title: | Market Investing |
| Moderator: | 2155::michaud |
| Created: | Thu Jan 23 1992 |
| Last Modified: | Thu Jun 05 1997 |
| Last Successful Update: | Fri Jun 06 1997 |
| Number of topics: | 1060 |
| Total number of notes: | 10477 |
With Microsoft (NAMSAQ: MSFT) now monopolizing not only the Operating
System market but also the entire software application market
with products such as Write, Excel, Access, and so on....
Does it not make sense to see some software makers start thinking
about mergers?
Anyone cares to speculate on the following merger possibilities:
Novell and Borland or
WordPerfect and Borland or
Novell and Lotus or
Oracle and Borland or
Oracle and Gupta (Nasdaq: GPTA) or
Microsoft and all-of-the-above ;)
With Borland (Nasdaq: BORL) doing so poorly and a wide array of products
it might be a prime candidate for a takeover/merger?
Any thoughts? Rumors?
| T.R | Title | User | Personal Name | Date | Lines |
|---|---|---|---|---|---|
| 585.1 | NOVA::FINNERTY | Sell high, buy low | Mon Oct 11 1993 19:01 | 3 | |
or, just for yuks, consider DEC and Borland.
| |||||
| 585.2 | Two Years too late | SWLAVC::HOSSEINI | Mon Oct 11 1993 19:23 | 4 | |
re .1 DEC had the money *but not the vision* to buy Oracle two years
ago when Oracle was trading at $6.75.
Then again, I didnt buy Oracle at that price either;)))
| |||||
| 585.3 | Very Real Possibilities.... | SPECXN::KANNAN | Mon Oct 11 1993 19:31 | 17 | |
The October issue of Datamation has an article on shrinking growth in the software industry in the past two or three years. With increased availability of computers, pressures are on all the companies to fight for market share by cutting down margins that every company has enjoyed so far (99$ software instead of $495 that seemed to be the standard about five years ago). Software could face the same situation that PC clone makers face today; cut-throat pricing and very narrow margins. If that's the case, in about two or three years, there could be very big shakeouts. Among all the companies mentioned, the winners might be the only ones that currently innovate (Lotus - Notes, Oracle- Distributed Databases and branching out to applications unlike Sybase or Informix or Ingres). Not the ones that do marginal innovation (three more features in yet another spreadsheet or word processing systems). Some of these products like Lotus Notes have virtually *no* competition. I'd bet on innovators anytime. Nari | |||||