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Technology Stocks : BORL: Time to BUY! -- Ignore unavailable to you. Want to Upgrade?


To: Eugene Kislenko who wrote (7552)11/19/1997 4:29:00 PM
From: fyi  Respond to of 10836
 
Thats not the way its happened. True, Visigenics went after the CORBA business because it decided it wanted to attach its future to the CIRBA standard. At the same time, the Visigenic clearly lost out in the data access middleware business, and that fact certainly was instrumental in their eventual withdrawl from the data access market. If you doubt the above fact, then how do you explain that Visigenic data access middleware was replaced at both Informix and Platinum, two of the few OEM partners that Visigenic was abler to sign on while it tried to compete in data access. Add to that the fact that Microsoft had to eventually abandon Visigenic as its partner for porting ODBC technology (driver managers) to non-Windows platforms. Of course as indicated by the second pressd release, Microsoft chose Intersolv to replace Visigenic for that need. If you understand where the future of data access is going, it will be universal data access. This paradigm means that customer needs for data access will be server by common server techn ology for heterogeneous clients (that is both object and relational). Intersolv is the vendor thart is best positioned to deliver on this customer need, not Visigenic. Interestingly enough also are the dynamics of the middleware markets. That is, the data access middleware market from which Visigenic has withdrawn is currentl 10 times larger than the object middleware market, which Visigenic tried to go it alone before the Borland overture to acquire Visigenic. For the forseeable future, the data access middleware market is forcast to remain mant times the size of the object middleware market. The reasons are easy to see. Just about any applicatiuon needs access to data. On the other hand, object middleware must compete head on with similar forms of middleware such as messaging, distributed transaction processing etc. And today with the immature state of object middleware, quite often these other forms of middleware just plain do the job better. So, there you have the opinions/explanation of one very humble industry observer.



To: Eugene Kislenko who wrote (7552)11/19/1997 6:31:00 PM
From: PCSS  Respond to of 10836
 
Eugene --

If you're concerned about those long in INTERSOLV (like myself) you should visit the INTERSOLV thread and read about their new (today's) Y2k contract with Banmex (Mexico's largest bank) and/or salivate over their Q2 earnings reported after the close today.

If BORL does the same effective and efficient positive turnaround WE all will be happy.