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: Saulamanca who wrote (473)	5/8/1998 2:54:00 PM
From: Eric Klein	of 2477

Dain Rauscher upgrades developer of enterprise software products from "buy" to "strong buy aggressive" based on price. I'm not familiar with Dain Rauscher. Is it a major brokerage? I'm not sure how this analyst comes up with a "long term growth rate of 60%". My concern with BEAS is that they bought their current product from Novell, but are now developing their next generation product themselves. That seems risky because they have no proven ability to generate complex software. The other thing is that "middleware" seems like a stopgap product, a temporary bridge that allows incompatible software products to work together. Another concern, and one that seems more likely to put pressure on the stock price is that Microsoft has announced that they will be entering this market. Now MSFT often announces a product before they have one in order to chill a competitor, and this might be the case here. If they do enter the market, goodbye BEAS. Even if they don't, the mere threat will continue to pressure BEAS stock. The third thing is that middleware is just not sexy. It's hard to pitch a company when nobody understands the product.

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