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

To: shane forbes who wrote (7990)	12/11/1997 12:16:00 AM
From: Kashish King	Read Replies (1) \| Respond to of 10836

What if ORCL had chosen to use Symantec's Visual Cafe instead? Java powerhouse Corel Corporation made precisely that announcement the other day. They are a sharp bunch considering it took them a couple of years and a staff of over a hundred to discover that they a) had no design, b) had no design skills, c) had no idea how to create a design. Corel was trying to port a procedural hairball which has been hacked on for a decade straight across to Java and they fell flat on their face. Continued evidence of bad management directing a fatally flawed process, to the extent there is a process, and flying blind at full throttle, at night, in the fog, low on fuel. It's no wonder they want to move into hardware because they sure don't understand software.

To: shane forbes who wrote (7990)	12/11/1997 12:20:00 AM
From: Kashish King	Respond to of 10836

C++ was quietly approved as an international standard last month. It's not when the standard is approved that counts, it's the fact that it is in the formal process that protects Java from destruction by companies like Microsoft.

To: shane forbes who wrote (7990)	12/11/1997 8:59:00 PM
From: David Miller	Read Replies (2) \| Respond to 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