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: Jenne who wrote (947)	12/4/1999 12:01:00 AM
From: Zelix	Read Replies (1) of 2477

Very positive article in Red Herring, Dec 4th. redherring.com Coleman is launching a campaign about the new B2B e-commerce initiative. I am glad to see that the man realized the importance of 'hype'. He even mentioned that Geoffrey Moore adviced him to go all the way out and create the hype. Well, that is what Geoffrey said in his book - 'Inside the Tornado'. All indications are that BEAS crossed the chasm and is inside a Tornado. It is very likely that next year will be the best year for BEAS. The market cap can easily climb up to $20-30Billions (currently at about $8-9B). I don't understand why these analysts are setting low price targets for this company. They have ignored it long enough, now they don't want to commit too fast. Anyways, now that the initial target ($107/$110) is met, next target should easily be $200+ (before split). The best part about BEAS' campaign is that this is real. BEAS has the best set of products in the industry, backed by top R&D and proven customer base (used over a decade). There are very few who are qualified to claim to be the leader in e-commerce transaction frameworks. I can think of IBM, at the most Oracle, as a competition. Every one else is 5-10 years behind, despite what their marketing literature says. Finally this giant woke up! Now, there is no stopping! This is still the beginning of the tornado. Keep going! - Zelix

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