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: sandintoes who wrote (1052)	2/17/2000 11:35:00 AM
From: Zelix	Read Replies (1) of 2477

Dutch Telecom Selects BEA Tuxedo and BEA eLink to Implement Its EAI Strategy biz.yahoo.com And many thought that BEA is making big only with its WebLogic. It is this entire framework including WebLogic, M3 (CORBA framework), TUXEDO (TP Monitor) and eLinks - that is a clear leader. In the past few years, some companies that were ahead in remedying their systems for Y2K, went ahead looking for ways to build an enterprise framework to connect across the enterprise. As Dutch Telecom found out - BEAS is a clear leader for this type of an enterprise effort. More major corporations will follow suit. Here is how BEAS benefits from each such enterprise deal: Financially - multi-million dollar deals in licenses ($5+ Mil) - multi-million dollar in service revenues - any where from 25-40% of license money in support contracts Strategically - BEAS transaction framework will become the ingrained standard across all IT systems (what IBM CICS is/was for all mainframe systems) - typically it takes few years to implement enterprise frameworks - once implemented corporations benefit greatly from the simplicity of EAI and unified IT systems image - enables the corporation to strongly and simply enter B2B/B2C collaborations - BEAS will be there to stay with the corporations for a LONG TIME (for more than a decade, compare this with all the products that are mushrooming now) --------- Over all, BEAS is on its way to become the CSCO of transaction frameworks. - WebLogic for the masses - WebLogic Enterprise (which includes M3 & TUXEDO) for the corporations They are cornering this market from every angle. --------- The current ramp up looks unbelievable for many new comers. But this has been a giant sleeping for more than a decade (not BEAS, but the product family itself). Even though it looks unreal, if this trend continues (in terms of continued good results, PR, more enterprise deals and strong R&D .. now you know that they are not going to leave, they all have options at $3-$14 post-split) ... BEAS should be a $100 billion dollar company in 2 years. - Zelix

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