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Technology Stocks : Mbrane (NASDAQ: MBRN) - An enterprise solution? -- Ignore unavailable to you. Want to Upgrade?

To: Munificent Gnome who wrote (579)	11/30/1999 1:51:00 PM
From: Veiko Herne	Respond to of 1238

Dear George I don't know much about competing products to eSNAPP, but I will make some study. There can be competition in this space by several small companies, but Centura have better position (credibility, partner network, etc..). The eSNAPP is not only product, Centura have. There is four diffrent product lines: 1. 4GL development tools. Now they have managed to get credibility back among developers and IT managers. I believe, that CTD sales will increase after CTD 2.0 a lot, but it depends also, how "cool" will be JAVA. 2. SQLBase OEM sales. There is lot of partners applications using SQLBase and this is making them a good stabile cash-flow. 3. eSNAPP, which is a connectivity product to hot market. Centura had always good native connectivity to any database. eSNAPP is just targeted to right market. 4. RDM - This will be the next century hottest product. If You look, what big names are doing, everyone of them have vision about global personal device. Why Bill Gates are putting a lot of money to Teledisc or Nokia developing a communicator. What will be the standards in those devices are decided now. It depends on managmenet strategy, will Centura make a good one time sale or will get a very small license fee from every device. As far I know, current management will also take a small license fee from every device. Microsoft did same at start and now they are the biggest. I think, the current price is reasonable (It's not an undervalued stock anymore). I don't think, it goes much lower (otherwise it has been already). Personally I belive to see next level at $8-$9 range by christmas and interest to this stock continues, $20 in next year. Of course, I expected the $5 range year ago. For me, it is a long term investment (if we can use this term here compared to participating in public funding of "terraforming the planet Mars" project, which is the real long term investment as it takes thousands of years). As current Centura management have done most things right, I don't expect to loose in long term in any entry point. Veiko

To: Munificent Gnome who wrote (579)	11/30/1999 2:54:00 PM
From: Shinie	Read Replies (1) \| Respond to of 1238

Hi George, I asked Centura's Product Development Director Charity Silkebakken your first two questions, she forwarded my email to Centura's Developer Relations Manager David Burke. David is well-known and greatly respected among Centura's Developer Community and has been working for the Company since its very early stage. David gave me the permission to post his reply in entirety here. Hope this help. Thanks, David! +++++++++++++++++++++++++++++++++++++++++++++ Hi Cathy, My understanding of Intellisync is that it is synchronization technology for specific PC desktop applications (Outlook, ACT, Goldmine, etc.) and hand held devices based on PalmOS or CE. I am not familiar with xtended systems and could not locate any information on them. eSNAPP is different in that it is not an application itself, but it is middleware that enables enterprise database connectivity from applications running on hand held devices. Today we have a WinCE client and we are scheduling the PalmOS client for Q1. Other platforms to follow next year. With eSNAPP, an application developer, using Visual C++ or Visual Basic for WinCE in this example, could build an application that connects to an Oracle, MS SQL Server, Informix, SQLBase, Sybase, etc. database and work directly with the data through the eSNAPP server. This provides a different architectual solution that is really required for some types of applications that need to work with data in real time. So we see the competition to be alternative technologies that use a local storage (on the hand held device), store and forward replication solution, like Sybase's SQL Anywhere for WinCE, for example. Incidentally, our plans call for tighter integration between RDM and eSNAPP so we can offer both types of architectural solutions with one programmer API, that, in time, will be available for all prominent platforms used as hand held and embedded devices. And of course we have many other features planned. I hope this answers your questions. Permission is granted to post this reply, as long as it is posted in its entirety, unedited. Regards, David R. J. David Burke Developer Relations Manager Centura Software Corporation David.Burke@CenturaSoft.com