Silicon Investor (SI) -- The First Internet Community

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! -- Ignore unavailable to you. Want to Upgrade?

To: Sam Scrutchins who wrote (7735)	11/26/1997 12:25:00 PM
From: fyi	Read Replies (3) \| Respond to of 10836

No. Oracle would never entrust core technology (such as an ORB) of the Oracle Application Server to a third-party supplier such as Visigenic. That was true both before and after the announcement. So, Oracle only licenses the client side from Visigenic. However, the real value add here is on the server which Oracle is building for itself. On the other hand, the reference to Oracle as a partner implies a much deeper relationship between Oracle and Visigenic than is really there. For Netscape, I have no knowledge of what the future will hold for the Visigenic relationship. But, KIva is an application server that will run on top on an ORB. Kiva formerly packaged VisiBroker with its application server but has more recently switched to package Iona's Orbix. At the same time, Kiva's application server will still run on top of VisiBroker. So, that shows the potential for changing from one ORB to another as the choice for embedding. Now what might Netscape do in the future ????? Do you have any ideas ????? But consider: Visigenic's work on developing the OTS technology is targeted at delivering something like an "object application server" . Product wise, that will be the real value add for the Visigenic product line and not the basic ORB itself. Now, that "object application server" sounds just a bit like the "application server" that runs on top of an ORB that Netscape announced yesterday it plans to acquire with Kiva. What do you think ?????? Will Netscape need both ???????