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: Nadine Carroll who wrote (963)	12/13/1999 8:36:00 AM
From: Tony Smith	of 2477

there is definitely some competition out there. Software and services are IBM's true bread and butter. From this you can take away the fact the business has tremendous potential. Why would Sun and IBM be there if it didn't? As for being able to compete...BEA could be in a good position, but will need to continue its alliances with heavy hitters such as HWP (with whom was responsible for helping get a few major contracts in the previous quarters...contracts that were taken away from the likes of IBM) All in all, the high multiple factors the risk you have to take...and those who put money up for excess risk demand higher return.

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