BEA Systems (BEAS) - Undiscovered Growth Stock Message Board

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Technology Stocks : BEA Systems (BEAS) - Undiscovered Growth Stock

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To: Stock Puppy who wrote (1008)	1/10/2000 7:29:00 PM
From: Zelix	Read Replies (2) of 2477

Good show today, BEAS! The reason seems to be the new coverage on Motley Fool's site. But this article did not do justice to BEAS. They seem to indicate that this company became a success, over night, with well-timed marketing! The point that they missed entirely (which I don't blame them for) is what it takes to build strong and reliable transaction framework (middleware). They didn't talk about the long history of the products. The strength for this company comes from 15+ years of R&D and thousands of man years of Bell Labs research, and thousands of proven installations. Of course, BEAS management deserves accolades for building a business from this technology, vision and especially in making smart acquisitions. I do give them credit for their description of BEAS' products and their applicability for B2B (I wish they'd mentioned other areas such as EAI, B2C and Enterprise Framework where BEAS is very strong) - in layman terms. And few other points. They did describe it aptly as a 'shovels and spades' company, rather than a gold mine. This is a strong point for BEAS - it enables companies such as Free Market/Commerce One (a little secret that CMRC competitors should know is that if they pick BEAS products to build their solution, they'd increase their chances of beating CMRC). Even if they lose a deal, it wouldn't hurt BEAS. Over all their presentation is slick and aroused the interest of another set of investors - Fools :-) (as if we're not) Next stop .. >$100. - Zelix Msg to Coleman (B of BEA): Mr. Coleman, isn't it time to announce a split? The stock's growth may slow down if you wait till the earnings announcement.

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