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

To: Sam Scrutchins who wrote (8626)	1/20/1998 11:22:00 PM
From: Kashish King	Read Replies (1) \| Respond to of 10836

Sybase makes enterprise development tools and doesn't want to rely on Borland for obvious reasons -- no surprise there. The bad news is the loss of license revenue which Oracle could have pulled in and it's particularly ironic given Borland is responsible for the rescue of Oracle's failed tools effort.

To: Sam Scrutchins who wrote (8626)	1/20/1998 11:32:00 PM
From: David Miller	Respond to of 10836

why Sybase would bow out of Visigenic's ORB given that Borland will purchase the company? Presumably, so that they do not have to rely upon a competitor for a key component of their Adaptive Component Architecture. Oracle already had both their own ORB and the Visigenic ORB inside Oracle 8. They would have faced a similar decision. I suspect that Visigenic originally had appeal to Oracle since Visi were a specialist company, dedicated to the continuing development of an ORB that would be acceptable to other manufacturers - i.e., their continued livelihood depended on the stand-alone excellence of their product. Maybe Visi's OEM customers are no longer comfortable to rely upon the Visigenic division of Borland to maintain the same rate and quality of development they had previously achieved on their own. Maybe they looked at what happened to the development of Entera 4.0, following Borland's acquisition of Open. david