Simply taking on Microsoft in the Windows environment -- or Sun in Java or IBM in Linux -- was a strategy riddled with risk. But the Inprise team saw an opportunity in cross-platform solutions that avoided a head-on collision with the big guys. In essence, Inprise would be the Switzerland of software, focusing on interoperability by building tools for Windows, Java, Linux, .Net, and Web services. Its Kylix product, for example, lets developers take code written for the Windows platform, using Delphi, and move it to Linux. Its JBuilder product enables developers to deploy Java applications on the Windows and Solaris platforms. Microsoft definitely isn't thrilled with this plan; Sun isn't giddy. But developers are delighted that they can avoid being glued to any one company's proprietary platform.
It's a strategy that seems to be working. Eight of the company's last nine quarters have been profitable, constituting its longest continuous stretch of profitability since 1995. There's nearly $300 million in the bank and no long-term debt. And in January 2001, as a signal to the market, to customers, to developers, and to his own staff that the once-great company was back from the brink, Fuller changed the firm's name back to Borland.
Even analysts are now taking notice. "I've rated it a strong buy," says longtime doubter Snell. "It has correctly identified three of the major trends in the industry for the next 10 years: the growth of wireless, the importance of cross-platform development, and the development of Web services to facilitate e-commerce. Those could be gigantic businesses."
Is Fuller prepared to declare victory? Don't bet on it. "Last year, we were good," he says, leaning back in his chair. "But next year, we have to be great. Twenty years from now, I want Borland to still be around." Who knows? A few more profitable quarters, and the company may find the spare change to put fish back in the pond.
Linda Tischler (ltischler@fastcompany.com) is a Fast Company senior writer.
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