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: junjun dator who started this subject	3/11/2001 6:42:16 PM
From: PATIENT-DISCIPLINED	Read Replies (1) of 2477

Could some succinctly explain to my why BEAS has a potential great future? If Bruce Brown, as he mentioned in an earlier posting, or someone else could provide this information, I would appreciate it? BEAS is the 4th in a series of stocks I am considering buying into as this market bottoms. The other three are EMC, McData (MCDT), and Cienna (CIEN). These three have indicated no significant guidance change, and have very good (for a bear market) chart patterns, and are the leaders or among the key leaders in their fields. The cases for EMC and CIEN are somewhat widely known. MCDT is an EMC spinoff producing the storage connector items also made by Brocade Communications. 81 million shares were distributed on Feb. 7th with the stock price at 50 and it had a low of $16.44 on Friday. Many of the people who received distributions may have sold. MCDT indicated this week that they are cautiously optimistic about their guidance of 80% revenue growth for the quarter and the year. Last quarter they earned 11 (over concensus) against 3 cents the previous year. Revenues were up 104% to 78 million, 3 million over concensus. MCDT may bottom at $14.13 if there is another down, this is 90% below its high price of $141.38 and a direct trendline down from the last two lows of $18.75 and $16.44. This is a lesser decline than some of 2000's other hot IPO's such as Storage Networks (STOR), Avici (AVCI) and Corvis (CORV). Briefing.com ran a very positive piece on MCDT last week which is generally a "kiss of death" near term but can be a good sign for the long term. I am providing this information on the BEAS thread to offer a trade. This is research I have done that I offer in return for research someone has done on BEAS. I can do a lot of the TA on BEAS although ideas on this aspect are welcome. I like the chart pattern for a bear market. 66% decline was $30.43 and some of the tech stocks have bottomed in the 66% to mid 70% points. What I need help with is understanding how BEAS can become the 800 pound gorilla as EMC and CIEN have and/or are becoming? What does it do in the e-commerce space and why is it uniquely good at it. How has it shown capacity to adjust to the rapid changes occurring in its software arena? Thanks.

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