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To: Edward F. Horst Jr. who wrote (2469)10/29/1998 5:09:00 PM
From: hasbeen101  Respond to of 3194
 
I think to some extent the joint marketing activities with Sun and Microsoft have been attempts to leverage the company's marketing clout. It hasn't been enough so far though, I have to admit. It will be interesting to see whether ODIS ramp-up the joint marketing with Sun and Microsoft.

Citrix played the dangerous game of cosying-up with Microsoft, and it seems to have paid off well. I think their revenue was up 94% last quarter.



To: Edward F. Horst Jr. who wrote (2469)10/31/1998 5:40:00 AM
From: GUSTAVE JAEGER  Respond to of 3194
 
November 02, 1998, Issue: 707
Section: Software

Mixed Views On PDAs And Beyond
Charles Waltner


All the attention given to personal digital assistants and intelligent appliances has inspired some vendors to create extensible databases for these minicomputing platforms.

Sybase, for example, is working on a project code-named UltraLight, planned for the first quarter of 1999. It requires only 50 Kbytes of memory and is intended for PDAs and intelligent appliances. Sybase recently demonstrated the application in a vending machine: The database kept track of inventory in the machine and reported the information to an SAP R/3 management system.

Brian Vink, director of Sybase's mobile and embedded computing division, says such databases must be optimized for specific applications because computing resources are so meager on such tiny computers.

Oracle is also big on the future of PDAs. Many of the new features in version 3.5 of Oracle Lite include improvements for running on Windows CE and PalmPilots.

Still, not everyone is a believer. Doug Leland, group product manager for Microsoft's SQL Server, says his company has no plans for building a CE or lighter-weight version of its corporate database engine. Leland says it was challenging enough to trim the memory and on-disk footprint of SQL for the desktop edition of SQL Server 7.

Marc Kannenberg, a researcher with American Management Systems, says companies would be "pressing their luck" by trying to run corporate data through a PDA or similar small devices. He says developers could get away with using very small subsets of data, such as a list of names and phone numbers. That, however, defeats the purpose of the technology, which is meant to put the power of an enterprise database in the hands of end users.

Kannenberg says PDAs will eventually be capable of dealing with such data, but only after they evolve better storage, transfer rates, and CPU power.

Copyright ® 1998 CMP Media Inc.

Interesting to note is Doug Leland, group product manager for Microsoft's SQL Server, saying his company has no plans for building a CE or lighter-weight version of its corporate database engine... Of course, MSFT doesn't need to have a plan: it has $17.2 billion in cash!



To: Edward F. Horst Jr. who wrote (2469)11/9/1998 1:41:00 PM
From: David A. Stern  Read Replies (1) | Respond to of 3194
 
Edward,

I've been following your posts for a little while now with great interest. We are attracted by many of the same stocks. What do you think of the ODIS repurchase plan? Also, ever looked at Balllard Power (BLDPF)? They may just be the next MSFT, IMO.

Best of luck,
David Stern