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

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To: Lizzie Tudor who wrote (2298)9/5/2002 3:59:04 PM
From: chaz  Read Replies (1) of 2477
 
Lizzie...

PSFT and SAP are trading today at their 1999 low levels, but due to splits, 100 shares of ORCL back then are 600 shares today, and I think 100 shares of SEBL are now 400.
Though the share prices are also into the 1999 low areas, the values to the still holding shareholder are better. On that basis, would your views of those two being at or near their lows still stand?

You're in the field, and can look back with a perspective that I will never get because I wasn't and am not "in there" as you are. So, your comments, especially on consolidation, are appreciated. Thanks for giving them to us.

I do agree we're near a low on BEAS, I just don't think we're there yet. For me, it's 25-30% lower than here...$4.33 and under is my price range.

Here's a change-up for you...OT for this thread. MSFT no longer selling SEBL. If SEBL's market (the large medium and up firms) is where the money is in enterprise software, do you think it likely that Softie will stick to lower levels?

Chaz
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