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

To: Scott Pedigo who wrote (9308)	3/5/1998 12:25:00 PM
From: Bipin Prasad	Read Replies (1) \| Respond to of 10836

Indirectly related to BORL: Message 3610064 I hate to intrude on the TA discussions with talk about Oracle's products but... The 8th Annual ECO (East Coast Oracle) conference just concluded in NY. This conference, attended by 500-600 Oracle developers working for both large and small companies, software houses, educational institutions, consultancies, etc. has been presenting and discussing technical information only, no marketing hype, for the past 8 years. The interest level in Oracle's web-enabled products is immense. This will translate into lots of tools product (Developer/2000 and Designer/2000) going out the doors. I can't speak to exact revenues, as many of the developers will just be upgrading and get the new releases as part of their support agreements. Oracle has made one significant change in their pricing structure regarding web deployment of applications. The software needed to deploy applications on the web (basically Oracle's java engine) used to be included in the tools package. Now, it is a separate product that must be licensed. Everyone who plans to deploy their applications on the web is going to have to buy these Developer/2000 server licenses. It is NOT included with support. The pricing model is still evolving, but expect it to be a per-server model based on how big a box you are running on. The technology still has significant maturing ahead, but everyone is talking about getting started with it now, learning what to do, despite the known problems, and deploying once the platform is more stable. Developer/2000 Release 2.0 has just shipped, Release 2.1 is finishing its beta cycle and Release 3.0 is just going to beta test. Don't discount Oracle's tool business. They are on the right track and things are just going to get better. -Michael

To: Scott Pedigo who wrote (9308)	3/9/1998 10:53:00 PM
From: i-node	Respond to of 10836

I agree Borland products have generally been superior, in both absolute terms and on a performance per price basis. But as several people have noted, BC++ 5.0 had poor quality I didn't use BC++ 5.0, so I'll have to defer to you about it. But overall, Borland has consistently turned out the best software in the industry, at least in my view. PartitionMagic 3.0, DriveImage, DriveCopy Recipes for disaster. For example, try to use DriveCopy to move stuff from an MS-DOS drive to an NTFS drive. (Actually, don't. If you want to keep what's on the MSDOS drive, that is <g>)....