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Technology Stocks : BEA Systems (BEAS) - Undiscovered Growth Stock
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To: MacRules who wrote (1320)9/7/2000 6:49:00 PM
From: cmchang  Read Replies (1) of 2477
 
No offense, but you're strategy seems to be to short the market leaders (bea, sun, oracle) and go long on a niche player like sybase? IBM is probably ok, but there's probably better buys. BEA has focus, IBM is all over the place - although I must admit, they are executing nicely, but for how long?
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