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

To: David R who wrote (8422)	1/6/1998 1:33:00 AM
From: Kashish King	Respond to of 10836

More news... PC Week: Oracle Application Server Speeds Database Access Oracle will unveil this month an upgrade to its application server that offers new database access cartridges, improvements to the open application platform and load-balancing enhancements... Borland's JBuilder application development tool will be closely integrated in Version 4.0 Would shareholders vote YES to an Oracle buyout offer at $5? Perhaps $8 or maybe even $10? Clearly not! Given the amount of money being spent on Sedona, would Oracle shareholders voted YES to a buyout of the financial basket case which Borland was? Extremely doubtful. Oracle probably knows what it will have to pay so why pay it as a premium? Why not pay that price at fair market value and get a profitable company with relevant technolgy while you're at it? The importance of having tools and components tuned to Oracle database technology cannot be overemphasized in a distributed environment and for that reason I firmly believe that Oracle purchase Borland. Having said that, even table scraps from Oracle's application business will propel Borland stock price into the teens. I'm betting that BORL sees the teens in 1998 either way.

To: David R who wrote (8422)	1/6/1998 1:52:00 AM
From: Kashish King	Respond to of 10836

Microsoft's losing battle with Java developers: techweb.cmp.com ...When it comes to the enterprise world, Microsoft may face a challenge in perceiving Java only as a programming language... Actually, he's wrong about that. Microsoft does not perceive Java as simply a programming language. Microsoft is frightfully aware that a rich set of increasingly mature class libraries do not a language make. They have spared no expense in their quest to throw everything Java into the language bin; they no the difference between an API and a language all too well.