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

To: David Miller who wrote (8001)	12/12/1997 3:18:00 AM
From: Kashish King	Read Replies (1) \| Respond to of 10836

Let's also hope they don't fall into the trap of giving it away in order to win database or application business...... I strongly suggested several months ago that Oracle would need to focus on components and applications because of the rather obvious impact that will have in a distributed environment. Microsoft can dominate the components, tools and applications markets as well as the small to medium networks. It's equally obvious that this domination buys them an endless supply of time and money with which to assault the large-systems developers. ORCL has been shifting its focus to components, tools and applications just as growth in other areas has been slowing. Hopefully you have had time to consider what the impact of Microsoft components and tools might have when the time comes to unplug ORCL and plug in MSFT at the back-end. Now, the reason I bring that up is that I think you are missing another important attribute of successful software, one that is even more obvious that the need for "knowledgable" components: ubiquity Ask Microsoft about that trap and while you're at it ask IBM why they are falling into that trap with eSuite by giving it away for $49. The real trap is in trying to skim profits from your most loyal customers. Ask Apple about that tactic.

To: David Miller who wrote (8001)	12/12/1997 11:25:00 AM
From: Jimily	Respond to of 10836

I see OEM business as the most effective way to move product and produce profits..Considering the fact that all software has a limited life span of less than three years it makes sense to move it into the market as quickly as possible..I feel the partnership with Micro will also be a winner for future development..You could have the best product and fail in the marketplace with a poor marketing strategy.. Look at the major companies that tried to protect their technology.. I sure recall the Beta flop with Sony and the cause and the sealed cases on Apple computers..Both products were superior at the time and both are almost history now..They both lost to inferior products..On the other hand look at Ford, they produce the best selling SUV..Why give away the advantage to Mazda, Merc. and Lincoln. (i understand Ford owns these companies) They give it away to obtain Market share,produce a product with no market cost charged to the Ford Div. In other words, It's profitable..Next time you look at Borlands balance sheet check the marketing cost as a percentage to profit..Eliminating that cost will have a direct impact on the bottom line..