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: JakeStraw who wrote (528)	8/3/1998 2:10:00 PM
From: treetopflier	of 2477

Time to short NEON? Given the market's unwillingness to hold PEs in the 50+ range (other than for the internet stocks), it is surprising to see NEON at 173. While they list integration with the major package vendors and their IBM MQSeries reseller agreement with IBM, these hardly justify a PE of 173. BEAS recently acquired an MQSeries gateway. So what?! They also already run under SAP and PSFT (Oracle is doing its own thing, which is probably why you don't see Oracle Financials so prominently mentioned in the recent NEON posts) using XA compliant middleware. NEON has provided an incredible ride and may provide even more heart-stopping action, but I don't think it has anything to do with what BEAS has seen in recent weeks. ALL THE HIGH PE companies in the tech sector outside of the internet stocks have been trounced, some more than 25%, e.g. MANU. It isn't because of the success of NEON that BEAS is down. NEON will be next. ttf

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