SI
SI
discoversearch

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.
Strategies & Market Trends : Shorting stocks: High fliers

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: RockyBalboa who wrote (662)7/3/1999 10:18:00 AM
From: Mad2  Read Replies (1) of 709
 
BEAS Company provides middleware for enterprise applications, 1200 employees and 250 mil in cash (10%of market cap), with price to sales of 7 and no profit. Stream, I agree on the surface this is a good short canidate. BEAS has been quite strong however my sense is the entire enterprise software business is going to be headed for trouble looking out 18 months. I'll dig a bit deeper, let me know if you find anything interesting on this one.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext