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Technology Stocks : BEA Systems (BEAS) - Undiscovered Growth Stock

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To: George the Greek who wrote (1097)2/23/2000 12:12:00 AM
From: Zelix  Read Replies (1) of 2477
 
BEAS made a mistake! Too many press announcements in one day!

Yes, the company has been releasing press announcements for the past few weeks .. eventually to end in a crescendo .. with the spate of announcements today! Only the earnings report caught people's attention.

Many of the other announcements are very significant and do not get the due attention.

For example:

>> BEA WebLogic Commerce Server Endorsed by Dozens of Leading E-Commerce Systems Integrators

It is very important to know that companies such as Razorfish, Sapient are using BEA stuff to build their apps. Good to have as many systems integrators endorse BEA products. When a SI proposes to the client that they'd use a particular product, the client likes to believe them (instead of a BEAS salesman).

>> BEA Introduces the First EJB Component-Based Commerce Server to Power the Transformation to Customer-Driven E-Commerce

Very powerful offering. Proves that BEAS is positioned strongly to continue to be the middleware leader for the next 10 years. Java and EJB are increasingly becoming popular to be the foundations for the new web applications.
As they say in the press announcement, this product works well with rest of BEA products, thereby providing a seamless framework for large e-commerce applications.

>> Television New Zealand Goes Live with BEA eLink Enterprise Application Integration Solution

Another big customer for BEAS.

>> BEA Tuxedo 7.1 Delivers Powerful New Security Framework for E-Commerce Transactions

This version of TUXEDO seems to raise the bar very high .. in the middleware market. Multi-threaded servers, in-memory queuing, security and XML .. on top of everything else TUXEDO has today. Present/future customers must be ecstatic to hear these features. For companies such as Dutch Telecom, that chose this product as their enterprise framework infrastructure, it makes perfect sense.

>> BEA Previews New Software Suite for B2B E-Market Collaboration At Its Fifth Annual Users Conference

This is the most significant of all announcements.
As they say ..
>>>>> BEA "Project E-Collaborate" is designed to deliver support for numerous business interaction models ? system-to-system, system-to-person, and person-to-person. Project E-Collaborate is also designed to manage a full spectrum of trading relationships, from long-standing and structured interactions to dynamic "lighter weight" relationships that may last for only a single trading session. "Project E-Collaborate" is also designed integrate with e-market participants' back-end systems through interoperability with the BEA eLink Integration Server.

I don't know how much of this is real .. but this seems to be the new generation of middleware where e-commerce applications are developed based on real-world building blocks that are very intuitive. There are similar products in the market but none of them have the depth nor the comprehensive middleware foundation as BEAS has.

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Over all .. this company is progressing in the right direction .. maintaining the leadership.

BEAS is building enough momentum and image .. so that customers should consider BEAS middleware by default, just as they pick Oracle for the RDBMS and Cisco for routers. No matter how big or how small, how complex or how simple, an application is .. a customer simply cannot go wrong by choosing BEAS.

These are clear signs of a leader .. the making of a $100 bil company. What else do we want in this market?

- Zelix
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