BORL: Time to BUY! Message Board

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Technology Stocks : BORL: Time to BUY!

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To: shane forbes who wrote (7981)	12/10/1997 5:35:00 PM
From: David Miller	Read Replies (1) of 10836

...ORCL is reselling JBuilder...My statement stands - I was correct... Delighted to hear it, Shane. As you know, from a commercial (i.e. revenue to Borland) point of view, there is a significant difference between reselling a product, and incorporating licensed code into a different product. So let me get this straight: Oracle is reselling JBuilder (i.e. buying it from Borland, then reselling it as-is to its customers), rather than selling its own product that incorporates JBuilder code, and has a JBuilder look-and-feel? The difference between the first and second situations is probably in the region of 5x, in revenue terms..... david

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