BORL: Time to BUY! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : BORL: Time to BUY!

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: shane forbes who wrote (7990)	12/11/1997 8:59:00 PM
From: David Miller	Read Replies (2) of 10836

Shane, please read again what I wrote: "...how many copies of Oracle's Valhalla do you need to sell to generate the same revenue as one copy of Borland's JBuilder" This is a mathematical equation. However you cut it, every Valhalla license is a cannibalisation of JBuilder's potential market - if Valhalla didn't exist, every future user of Valhalla would be a prospective owner of JBuilder. Everyone who ends up with Valhalla on their machine could have had JBuilder installed instead. The major concern right now - as we approach the year-end - is revenue. How many potential this-quarter JBuilder sales to Oracle users will be delayed as they evaluate Valhalla? And going into the new year, what will be the effect of reducing the potential market for JBuilder from "All developers" to "All developers minus Oracle developers"? However, I agree entirely with your statement: market share is crucial. And any gains here are to be welcomed. Let's hope Oracle gets their sales and marketing team behind it, and (for the first time?) deliver an attractive development environment. Let's also hope they don't fall into the trap of giving it away in order to win database or application business...... david

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next