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Embarcadero Deal Should Be Good


2008-05-14 03:16:19 AM
delphi67
Well it seems as if Codegear now has a real home. The Embarcadero deal
should be good news. There are several reasons for this.
1 - Embarcadero tools are database agnostic as are Codegear tools. This is
a big contrast to M$, whose tools a fused at the hip to MS Sql Server.
Translation - you will still be able to build fast apps tied to cheap (or
free) databases like MySQL and Firebird.
2 - Codegear never had very good Data Modelling tools while Embarcadero has
superb tools (E/R Studio was one of the best I ever used).
3 - Embarcadero never had IDE tools so it is modling tools diddn't integrate
that well with development. Obviously this will now change.
4 - Embarcadero picked up Codegear for a bargain: $23M - less than half it's
2007 revenues. Assuming it can maintain even two thirds of that for 2008
then the deal pays for itself pretty quickly and allows Embarcadero to
invest in the IDE tools.
5 - It allows for the creation of a "One Stop Shop" company where you can
get modelling tools and development tools. Tight integration between the two
can only help both and make them all much more productive and thus
marketable.
In a couple of years Borland may very well be dead. At least now they can't
take our IDE's with them.
 
 

Re:Embarcadero Deal Should Be Good

Nigel Tavendale writes:
Quote

5 - It allows for the creation of a "One Stop Shop" company where you can
get modelling tools and development tools. Tight integration between the two
can only help both and make them all much more productive and thus
marketable.
It will only be good if they don't charge a arm and leg for these
combined tools. Being pricey is ok if you are targeting big companies
like G.E. or whatever and they don't care if something costs 3000 per copy.
A lot of Delphi developers are ISV or MicroISVs and they won't tolerate
huge prices.
Hopefully they will come up with some smart SKUs that keep everyone happy.
Right now I'd never purchase a Embarcadero product no matter how
good they are because they are simply to expensive for me as a ISV.
 

Re:Embarcadero Deal Should Be Good

Nigel Tavendale writes:
Quote

Well it seems as if Codegear now has a real home. The Embarcadero
deal should be good news. There are several reasons for this
Nigel --
Wow, you should work for our PR department: Very well put.
You did forget that our sales models meld very nicely as well, both in
terms of direct vs. channel, and domestic vs. international.
--
Nick Hodges
Delphi Product Manager - CodeGear
blogs.codegear.com/nickhodges
 

Re:Embarcadero Deal Should Be Good

"Nick Hodges (CodeGear)" <XXXX@XXXXX.COM>writes
Quote

Nigel --

Wow, you should work for our PR department: Very well put.
Actually, I was beginning to think he did! :^)
Cheers,
Van
 

Re:Embarcadero Deal Should Be Good

Quote
You did forget that our sales models meld very nicely as well, both in
terms of direct vs. channel, and domestic vs. international.
Except that this is not a good thing. The first thing I checked on the
Embarcadero site was their web-shop: Could I order directly from my
location, or did I have to contact a reseller? I was hoping for an
international direct sales shop that perhaps CodeGear could bolt on to, but
not only did it say I had to contact a reseller, the page also generated a
fault.
 

Re:Embarcadero Deal Should Be Good

TJC Support writes:
Quote
"Allen Bauer (CodeGear)" <XXXX@XXXXX.COM>wrote in
message news:4829fc1e$XXXX@XXXXX.COM...
>
>There are things CodeGear does better than Embt, and things that
>Embt does better than CG. Some areas are still "coming up to speed"
>that the combined entity will need to address. Some of the online
>sales and shop sites are things we're continuously improving. It's
>an iterative process.

Hi Allen,

Obviously, it is your business how you do business, but from my
perspective (and I am in the US of A, so it is easier for me than a lot
of the international folks), most other software companies that I buy
from on the web simply allow you to order from their website,
regardless of your location in the world, and either download the
product or have it shipped on CD/DVD at an extra charge. No local
resellers required. The rest of the software world "gets it", this
is the new paradigm. It would be really nifty if the new
CodeGear/DatabaseGear could join in. I imagine there are some issues
with international sales, but presumably nothing insurmountable.
I certainly "get it" in terms of what is expected. I also see what
other software companies are doing. A lot of what we're up against is
how to best provide the traditional distribution model which has always
worked very well, and this new more direct online model. How do you do
that without a level of disruption that torpedos your own business. "Do
we cut the red wire or black wire?"
--
Allen Bauer
CodeGear
Chief Scientist
blogs.borland.com/abauer
 

Re:Embarcadero Deal Should Be Good

"Allen Bauer (CodeGear)" <XXXX@XXXXX.COM>writes
Quote

Do we cut the red wire or black wire?"

--
Allen everyone knows you cut the red wire grab the cat and run.
Rita
 

Re:Embarcadero Deal Should Be Good

Dunno about their web-shop, but we downloaded some docs from
them (you have to enter contact info for that). Within a
few minutes *somebody called!*. A genuine real person.
Not pushy, just following up.
Absolutely amazing.
Codegear and Embarcadero can learn from each other on this
marketeering thing.
Dan
"Ottar Holstad" <XXXX@XXXXX.COM>writes
Quote
>You did forget that our sales models meld very nicely as
>well, both in
>terms of direct vs. channel, and domestic vs.
>international.

Except that this is not a good thing. The first thing I
checked on the Embarcadero site was their web-shop: Could
I order directly from my location, or did I have to
contact a reseller? I was hoping for an international
direct sales shop that perhaps CodeGear could bolt on to,
but not only did it say I had to contact a reseller, the
page also generated a fault.
 

Re:Embarcadero Deal Should Be Good

Allen Bauer (CodeGear) writes:
Quote
How do you do
that without a level of disruption that torpedos your own business.
"Do we cut the red wire or black wire?"
That would be red or blue, and if you're Fallon, you will choose red..
R.E.D.. <g>
--
Dave Nottage [TeamB]
 

Re:Embarcadero Deal Should Be Good

Nick Hodges (CodeGear) writes:
Quote

You did forget that our sales models meld very nicely as well, both in
terms of direct vs. channel, and domestic vs. international.

Support online orders regardless of regions. Faster access to
purchased items (unless we're talking about T-shirts, mugs, etc.) means
faster time to start developing and/or adding more members to a
development team.
Just my $0.02.
Ed
 

Re:Embarcadero Deal Should Be Good

Allen Bauer (CodeGear) writes:
Quote
I certainly "get it" in terms of what is expected. I also see what
other software companies are doing. A lot of what we're up against is
how to best provide the traditional distribution model which has always
worked very well, and this new more direct online model. How do you do
that without a level of disruption that torpedos your own business. "Do
we cut the red wire or black wire?"

Hi Alan,
What has 'always worked very well' does not mean it will continue
to work well. You need to adapt to the market and how things are
done. Get rid of your Borland-distribution model. It worked when
Borland was in tip-top shape. It *isn't* working now. How so?
1) Your marketing department (or lack thereof) CANNOT compete
with the competitor's.
2) Customer experience with your sales is inconsistent at best,
downright frustrating at worst. Some regions have decent/good
support (I'm thinking of your Benelux's retailer, Bob Swart).
3) I can walk to my local software store and pick up a copy of VS2008.
I don't expect this happening with RAD2007 any time soon. But
with the advent of online purchasing, it wouldn't matter. I can
just go online and purchase it. But of course, this doesn't
work with RAD2007 because of the agreement you have with local
Hoopyland distributors/retailers. Mind you, I don't mind
going to the retailer (that goes through the local distributor).
What I do mind is CG asking a snail to do the delivery. (Note
to all: Reference to snail is not an attempt to insult the
deliverer, but is a reference to the SPEED at which the product
is being delivered.)
That said, the potential for improvement is very positive.
Just my $0.02.
Edmund
 

Re:Embarcadero Deal Should Be Good

Nick Hodges (CodeGear) writes:
Quote
One of the great areas of "fit" between our two companies is the fact
that while Embarcadero is strong in the US, we are strong overseas.
Look for this "fit" to improve CodeGear's US presence and Embarcadero's
international presence.

Strong overseas? I always had the impression that CG was the
strongest in US.
Edmund
 

Re:Embarcadero Deal Should Be Good

Codegear on it is own had to charge huge prices to stay afloat. As part of
Embarcadero that may be able to change if sales volume increases.
BTW I don't work for the Codegear PR department. I just think that the two
companies product lines compliment each other very nicely. Obviously there
will need to be some transition work and integrating the products into a
suite may take a little effort but from what I know of both the chances for
success are quite high.
"Tony Caduto" <XXXX@XXXXX.COM>writes
Quote
Nigel Tavendale writes:

>
>5 - It allows for the creation of a "One Stop Shop" company where you can
>get modelling tools and development tools. Tight integration between the
>two can only help both and make them all much more productive and thus
>marketable.


It will only be good if they don't charge a arm and leg for these combined
tools. Being pricey is ok if you are targeting big companies like G.E. or
whatever and they don't care if something costs 3000 per copy.

A lot of Delphi developers are ISV or MicroISVs and they won't tolerate
huge prices.

Hopefully they will come up with some smart SKUs that keep everyone happy.


Right now I'd never purchase a Embarcadero product no matter how good
they are because they are simply to expensive for me as a ISV.
 

Re:Embarcadero Deal Should Be Good

Nigel Tavendale writes:
Quote
4 - Embarcadero picked up Codegear for a bargain: $23M - less than
half it is 2007 revenues. Assuming it can maintain even two thirds of
that for 2008 then the deal pays for itself pretty quickly and allows
Embarcadero to invest in the IDE tools.

Well, actually, you have to pay for things out of profits not revenue.
$23M might not let you pay for anything. We don't know.
Just a little detail. I think its a good deal, although I am still
waiting to hear something about InterBase.
--
Patrick Moloney
 

Re:Embarcadero Deal Should Be Good

Ed writes:
Quote
Strong overseas? I always had the impression that CG was the
strongest in US.
We do very well in APAC and EMEA in addition to sales in the Americas.
--
Nick Hodges
Delphi Product Manager - CodeGear
blogs.codegear.com/nickhodges