BEA Systems (BEAS) - Undiscovered Growth Stock Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : BEA Systems (BEAS) - Undiscovered Growth Stock

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bob Zacks who wrote (989)	1/4/2000 12:21:00 AM
From: Zelix	Read Replies (1) of 2477

Dain Rascher seems to be shy about raising the targets for BEAS (raised to $90, hence the surge) - even after acknowledging BEAS as the best idea for 2000. cbs.marketwatch.com Again, going by comparative valuation - if Commerce One is worth $275 (after 3/1 split), giving it a market cap of $20 billions, a company with no revenues in the B2B space - why not BEAS at $20 bil, with annual revenues of $600 mil this year. Despite the promise, CMRC is still a product in making, while BEAS is a product suite that is built and proven. I believe BEAS offers more real value to more B2B solutions. Hence this comparison with CMRC. The target should be more closer to $130 (*150mil shares=$20 bil). Of course, the stock deserves another 2-1 split before their earnings (Feb 22nd, as per Yahoo). There is a good possibility that they'll beat the earnings again. Again, I am not looking at any PEG/PE or any such ratios. I am attempting to use the same logic many of the learned analysts are using. After so many missed opportunities and predictions of Y2K doom, I am joining the bandwagon of the majority. Cheers. - Zelix

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next