BW Online | April 12, 2004 | Is Borland In Microsoft's Sights? "Hathaway says Microsoft may go after Borland. He explains that since most companies now are looking to do business over the Internet, demand for Borland's tools will be on the rise. Borland's software lets big corporate programmers use Sun's Java and Microsoft's Web-based .Net platform, which is more flexible, with multiple connection capabilities. And if Borland is owned by Microsoft, it could induce more programmers to use .Net. Hathaway doesn't think a Microsoft-Borland deal will bother regulators. Borland, he figures, is worth 14 based on his earnings estimate of 30 cents a share in 2004 and 50 cents in 2005."
Paradoxically, if such as a deal were to transpire, I suspect it would be as much about Borland's TogetherSoft acquisition as it would be about Borland's traditional product lines. Via Watching Microsoft Line a Hawk