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: Lizzie Tudor who wrote (2296)	9/5/2002 12:28:46 AM
From: chaz	Read Replies (1) of 2477

Lizzie... Thanks for pulling me up a little short on enterprise. Would you say there has been as much consolidation in all of tech as in enterprise? Would you say we've seen all that there will be? As to your last paragraph...valuation, is there something magic about 1996 valuations? Who is to say there will not also be something magic about 1993 valuations? Or 1992? I just don't think there's a bottom in view yet. Not to say prices won't bounce around as I expect they will. Chaz

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