BEA Systems (BEAS) - Undiscovered Growth Stock Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : BEA Systems (BEAS) - Undiscovered Growth Stock

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bruce Brown who wrote (1720)	4/3/2001 10:44:17 AM
From: tinkershaw	of 2477

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. I hate talk of stock TA but what the heck. BEAS is right now priced to meet expectations, but, with the less than 50% risk that it will not. Just intuition. If BEAS were to miss in a Q or 2, particularly after Mr. Coleman's reiteration after reiteration that BEAS would not only make next Q, but next year as well + some, plust great visibility going forward, BEAS hits the teens. But then again Rat put the call in at $20, and I picked up a good chunk at a hair above $22 today, just missed the high $21s. If recent BEAS history holds the stock should bounce back strongly. But according to my more fundamental analysis calculations, BEA at this price, on a 5 year basis is now more undervalued that BRCM, JNPR, and AVNX and sits in my #2 position. Since I don't like #1 BEAS is where I went. Tinker Tinker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next