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Strategies & Market Trends : Sharck Soup

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To: velociraptor_ who wrote (13651)	3/28/2001 1:20:04 PM
From: Frederick Langford	Read Replies (1) of 37746

Good for SUNW, bad for BEAS 13:16 ET BEA Systems (BEAS) 28 7/16 -5 5/16 (-15.7%): Commenting on Sun Micro (SUNW) decision to bundle its application server into the Solaris operating system, SG Cowen says this is the most aggressive marketing move Sun has made in this market segment in a long time. While the Sun application server is technically inferior to BEA, feels this move will make investors nervous in the short-term on BEA. Fred

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