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: Bradley W. Price who wrote (933)	11/18/1999 9:07:00 AM
From: Zelix	of 2477

BEAS crossed the chasm and entered a tornado .. as Geoffrey Moore says. Good to see this stock reach its potential. The latest reviews and recommendations will help popularize BEAS even more. Regarding the comparison of App Servers. This new field should really be classified as Web Application Servers. A comprehensive App Server should be a combination of Web App Server + an ORB (support CORBA standards) and a TP Monitor (handle high transaction volumes). Neither WebLogic nor Silverstream are sufficient to build large-scale web solutions. Key is to have the three-some combination which is what WebLogic Enterprise is. In the three-some space - there is no one who comes close to BEAS WLE. In the conference call Bill Coleman said - BEAS can become the MSFT of Web Commerce. I would've prefered it to be Cisco .. grow thru acquistions and stay on the top. The market cap may follow Oracle's. Getting to $15 or $20 billion market cap, in the next 6 months shouldn't be too difficult. Keep going, BEAS! Take full advantage of this renewed attention and grab as much business as you can. - Zelix

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