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Technology Stocks : BEA Systems (BEAS) - Undiscovered Growth Stock
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To: PeterR1700 who wrote (991)1/4/2000 1:53:00 PM
From: Zelix  Read Replies (2) of 2477
 
You are right, Peter. I am enjoying the ride. I work with their technology and am a firm believer about their potential. Remember, we used to talk about their lack of marketing image/campaign! Well, finally they did .. at the nick of the moment. As Geoffrey Moore says, BEAS has 'crossed the chasm' and entered 'the tornado'. This stock is entering the league of Oracle/Cisco/.. and will climb into their market cap.

NETE's SiteMinder seems like a great product, extending Internet security firewalls. Companies like CheckPoint had an image of being a premium firewall company, few years ago. I do not know how this market space is being defined (though this comes under the broad category of Internet security). There is tremendous potential in this area.
But no analyst (as of today, from Yahoo) seems to be following this stock! I guess due to the lack of definition of this market segment.

(Seeing potential in NTAP,ECCS type companies lately.)

Enjoy the ride. This is still the beginning.

- Zelix
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