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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: RR who wrote (3069)	9/23/2000 12:51:04 AM
From: Jim Willie CB	Read Replies (2) of 65232

RRick, I want you to consider BEAS (an upcoming dominant player) BEAS: BEA Systems hot product WebLogic, 70% mktshare defacto standard for application servers in acceleration phase of growth sale, earnings, margins all growing ahead of expectations mktshare could easily continue toward 90% BEA Systems makes java-based application servers as well as components for e-commerce based upon the "java beans" technology developed by SunMicro their products integrate existing business software with e-commerce applications on the Web... companies with significant investments in software and data from their old legacy systems appeal to BEA so as to quickly become web enabled... the company changed its focus in the past two years, and has executed that transition beautifully the stock is in a parabolic phase that has a long way to go just my opinion would like you to consider this stock perhaps it could become your next recommendation I think it is worthy of your blessing it is breaking out now, gaining attention I hold a small position now my quick TA sees a bullish triangle enjoying a breakout from the 70 upper resistance line... its impulse low of 30 this summer points to a target of 110 very soon... it is likely to double in the next few months, and split 2:1 interested in your impression on suitability for inmoney distant calls thanks, Jim

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