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)	12/14/1999 1:21:00 AM
From: fatty	Read Replies (2) of 2477

Well, I personally wouldn't buy BEAS at this point because I am more interested in companies at much earlier stage of growth. I brought at $20 after having seen it went from $6 to $30. I don't think the expectation is modest. Middleware is where the fun is, unlike database. But like database, it is one of those things that you wish somebody else had programmed it. There's a good change that BEAS will go up by another 500% next year. I don't undestand why you count SUNW as a competition, what products do they have that directly compete with BEAS? SUNW wish they were MSFT but by the time they become one, I'm afraid their time is past. ------ You have modest expectations, don't you? You forgot an extra 300% growth in earnings, that is, if you expect BEA to match Oracle's current modest 95 P/E opposed to BEA's 300 P/E. If however, the market decides to value companies on earnings and growth instead of dreams of unlimited growth, the stock may go down even if the company does well. And contrary to your implications, BEA does have competitors, among them Sun and IBM, who are not going to meekly cede the middleware business.

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