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Technology Stocks : BEA Systems (BEAS) - Undiscovered Growth Stock
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To: Boplicity who wrote (1655)3/19/2001 11:21:35 AM
From: Bruce Brown  Read Replies (1) of 2477
 
Hi Greg.

At what point, on a fundamental basis, would you start getting 'really interested' in BEA, Siebel and i2? Obviously, they've got to break out of these damn downward sloping trends, but assuming a valuation point is reached that allows that process to happen - I would be curious where your interest would get raised... Obviously, Siebel was not a buy in the $35 to $55 range.

BB
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