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: David Miller who wrote (558)	8/19/1998 10:15:00 PM
From: softcash	of 2477

More about this QTR's numbers POSITIVE: Coleman was right about services! They are up almost 200% over last year's quarter. Should expect this to get bigger with the Leader's help. NEGATIVE: Their sales and market operating number maybe getting out of hand? The operating expenses due to sales and marketing is growing FAST - well over 60%. Perhaps, COLEMAN should make those sales people fly coach instead of first class? R&D almost doubled too. POSITIVE: It looks like they have $213 million for short term investments? What's a short term investment that amounts to $215 million? Perhaps another acquisition (or merger) coming soon? SPECULATION: =========== Wouldn't it be funny if they merge with Inprise!!??? Does a BEAS and Inprise merger make sense??? Anybody have a thought about Inprise and BEAS? I don't think BEAS could purchase Inprise - but they could merge? Or will they go (again) for some small names that many people never heard of ? Earnings release: ================ beasys.com

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