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Technology Stocks : INPR - Inprise to Borland (BORL) -- Ignore unavailable to you. Want to Upgrade?

To: Timothy Wojnar who wrote (1497)	10/28/1998 1:25:00 AM
From: David Miller	Respond to of 5102

>>I know both the NetDynamics and Kiva offerings do- are there others?<< Hitachi too, don't forget. There are undoubtedly others, certainly Sybase and Oracle used to be on the list. >>what key technology is this and can these people eventually replace it with their own- are they planning to?<< Three questions here: i) Visibroker, ii) yes, it is entirely possible, just another make/buy decision, and iii) this you won't find out easily, normal commercial confidentiality. You missed out "can they replace it with a competing product", to which the answer is also yes. >>Should we soon here a similar deal with Netscape?<< Netscape Communicator already contains the Visigenic ORB, the license for which was signed a couple of years ago. >>I'm in the dark as to how much revenue this represents now and in the future.<< These deals (OEM revenues) were the mainstay of Visigenic revenues prior to the acquisition. Have a look back at their revenues and extrapolate. Having said all that, don't forget that the strategic direction of Visigenic shifted away from OEM and towards enterprise business shortly before the acquisition, and OEM has not been stressed as part of the subsequent Inprise go-to-market model either. david

To: Timothy Wojnar who wrote (1497)	10/28/1998 1:37:00 AM
From: TTOSBT	Respond to of 5102

Re: "Application Server questions:" It seems that MSFT will be a bit later than INPR on these. biz.yahoo.com "Although Windows 2000 is expected to ship in 1999, it will be a major milestone product deployed throughout the year 2000. * Windows 2000 Advanced Server (formerly Windows NT Server 5.0 Enterprise Edition) will be a more powerful departmental and application server, and will also provide rich NOS and Internet services. Supporting new systems with up to four-way SMP, this new product offering is ideal for database-intensive work and integrates clustering and load balancing support to provide excellent system and application availability. Existing Windows NT Server 4.0 Enterprise Edition servers with up to eight-way SMP can install this SKU, which is expected to be priced below today's Windows NT Server Enterprise Edition product. * Windows 2000 Datacenter Server (new) will be the most powerful and functional server operating system ever offered by Microsoft. It supports up to 16-way SMP and up to 64 GB of physical memory (depending on system architecture). Like Windows 2000 Advanced Server, it provides both clustering and load balancing services as standard features. It isoptimized for large data warehouses, econometric analysis, large-scale simulations in science and engineering, OLTP, and server consolidation projects." If INPR releases it enterprise server on time Dec 1998 that should give it a head start and would also make INPR the complete enterprise software, hardware and service company it endeavors to become. I would appreciate any comments on if or how these products will compete with Inprise? Thanks you. TTOSBT