Borland Software Corp. (BORL)
The Company is a vendor of Open Application Lifecycle Management solutions, or ALM. It offers a combination of software products as well as consulting and education services to help its customers.
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if larkin likes it i like it....
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Moving the company Hdqts out of Silicon Valley is a huge mistake. Hope they don't revise the employee manual next.
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software stock on the move
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What's to like here?
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Software company with a great cash position that is way undervalued. Company is currently in the final stages of a re-org, expect this stock to outperform in a year or so.
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Borland was a great little company that made very nice IDEs for software development. I cut my teeth on Delphi. What killed Borland (Yeah they're dead) was the move by the world towards web apps and their half baked move to linux. A bigger commitment would have been much better.
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will be bought out
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This company is toast. Weak management team, along with no earnings growth, not to mention spinning off their core IDE business, IF they can find a buyer, which is increasingly difficult. Products outside of the IDEs are low-volume, hard sells into most companies. But, mainly, despite a rabid but dwindling customer base in the JBuilder and Delphi product lines, their management has been doing little but sucking the coffers dry for the last four years.
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85% of the stock is in the hands of institutional traders, all purchased near the bottom. Riding the smart money's coattails is a sure winner. This stock will double within 24 months.
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I used to own this local company. Borland has been floundering for a few years. They banked on Linux when M$ moved into enterprise software market, and Linux hasn't panned out for them. CEO Fuller has left, I believe...
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I don't think that Borland can compete, long-term, with the software and business-process behemoths in the arena today.

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