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 (956)	12/12/1999 5:38:00 AM
From: fatty	Read Replies (1) of 2477

well, relative to, what about Oracle? Oracle is $120B, BEAS is $9B. Anyone ever done any sizeable application knows that the two components you can't mess with is database and middleware. I believe in what about 3 years, middleware will be as big as database. If BEAS can dominate the middleware market like Oracle does in database, it may well be another Oracle. Oracle went from $20 in Jan 97 to $80 now, assuming the same rate, it will be $320 in jan 03 or about $480B. Even if BEAS turns out to be half an Oracle, it will easily enjoy a market cap of $240B, which can be accomplished by a 3 years increase of 500%, 300%, 200%. ---- " But despite the recent run-up, Wendell Laidley,an analyst with Credit Suisse First Boston, says the stock still trades at a discount to comparable shares." That's the kind of thing analysts say when trying to explain how a stock that is insanely overvalued by any historical measure is really a good buy -- there are others that are even more insanely overvalued! What comparable shares is he talking about? Tibco?

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