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: Nadine Carroll who wrote (1719)	4/2/2001 1:48:14 PM
From: Bruce Brown	Read Replies (3) of 2477

I think BEA-the-company is very well positioned, if it doesn't drop the ball. But I think BEA-the-stock is still double fair value, at least. Double fair value at $25? Hmmmm... That could very well be. A company and their stock usually don't travel in tandem - so I've learned. It's only come down 75% (from $89 and change to $22 and change) as opposed to larger drops by other important software companies like Siebel, i2, etc... . We'll only know in retrospect what the bottom ends up being for BEAS, but I'm watching and waiting. I thought the presentation by Mr. Coleman was quite good and enjoyed the presentation following that by an analyst I follow in the networking space by the name of Henderson who addressed the cyclical nature of that space and the technology space in general. BEA Systems certainly is not immune to that and could very well see the trough in their cycle occur in the next quarter or two before recovering. How much of that is priced in or remains to yet be priced in is up in the air at the moment. BB P.S. I guess 1794.21 didn't hold on the Nasdaq....

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