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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Ali Chen who wrote (44891)7/25/2001 12:43:12 AM
From: tinkershaw  Read Replies (2) of 54805
 
Joking aside, it seems to me that the whole enterprise is
a typical bubble. What do they sell?

Ali, I see it is endemic in your style. Whether or not BEAS is a potential gorilla is a great subject for debate and certainly not decided either way. But then you go and call BEAS a "typical bubble."

A bubble selling $250 million worth of product per quarter, in a technology depressed economy, at a profit, and doing so without enormous receivables or trick of hand accounting, piling up deferred revenues to boot, growing free cash flow by leaps and bounds, and doing so well that both Oracle and IBM refer to BEAS Weblogic in almost everyone of their marketing promotions and usually in a not very friendly way.

Please, BEAS may or may not be a gorilla, but this market, and WebLogic, is in no way a "typical bubble."

Tinker
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