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

To: Richard Stevens who wrote (7923)	12/8/1997 8:14:00 PM
From: Sam Scrutchins	Read Replies (1) \| Respond to of 10836

I wonder what Borland is getting out of it?? I'm curious about this too. Does anyone have knowledge of the licensing agreement between Borland and Oracle? For example, each time that Oracle sells a copy of its JBuilder product, how much does Borland make? Oracle product sales should simply enhance Borland's revenue stream if most of the Oracle sales are to users of Oracle database products. However, if the terms of the licensing agreement are not favorable, and Oracle sells a lot of copies to non-Oracle users, then it could hurt Borland's revenue stream. Any thoughts or comments on this? Sam

To: Richard Stevens who wrote (7923)	12/8/1997 9:09:00 PM
From: David Miller	Respond to of 10836

Looks like Oracle and Borland are sort of competing Depends which way you look at it. It's win/win in the sense that Borland gets royalty revenue or license revenue whichever IDE is chosen. On the other hand, i) the royalty will be significantly less, on a unit basis, than the license, and ii) Oracle has a substantially larger and more experienced direct sales force with which to compete with Borland in the IDE market. Expect the next entrant in this field to be Sybase, knitting together their own pieces - Powerbuilder, PowerJ, ORB etc. - into a more integrated IDE format. Borland will find itself among some pretty fierce competitors before long. Their move into direct sales gets them out of the "competing with Microsoft for shelf space" arena, but moves them into the "competing with Oracle, Sybase for the CIO's ear" bunfight. Since Del has stated that Borland is targetting Forte, he might do well to take lessons from their experience in this space. david

To: Richard Stevens who wrote (7923)	12/9/1997 12:53:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 10836

Oracle's confused!!!!!!! Change and lack of focus. ORCL is reselling JBuilder with ORCL additions that's my understanding. This with the AS/400 type deals is the right thing for BORL to do. Even if BORL does not get much financially from the deals (which I tend to doubt) the deal palces BORL tools in the right hands - corporate developers, enterprise developers and that's got to be a good thing for the long run.