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: Bob Zacks who wrote (399)	2/14/1998 5:37:00 PM
From: DJ Clancey	Read Replies (2) of 2477

I am not personally familiar with their new object monitors, but have to believe that they will have an excellent product on a leading edge part of the computing industry. I think some things need to be sorted out with the object world, but we will be seeing a major scale-up of distributed object models as it becomes more mature over the next 1-2 years. From the people I know working with that model right now, there is still some confusion about standards such as DCOM, CORBA, and a few other things that need to mature. However, although it is still bleeding edge, it is one of the leading topics and hopes out there at this time. If you look at object technology in general, some organizations are making good use of it while others are maturing into it conceptually. It was one reason Informix had such a tough time last year (as is Oracle with Oracle8 object/relational database). The use of object technology offers great promise for efficiency in development, but developers need to learn to think in it the way they have learned to think in relational theory. Another analogy would be commerce over the web. Everybody knows its going to boom once the comfort levels get established and companies discover how to best use it. It is a new paradigm. Distributed objects will gain greater acceptance over the next couple years (for more general use) and will offer great opportunities for computing. Not to be long winded, if BEAS current offerings are any indication of their future products, they should be tremendous products in the right place for a newly emerging market. <<<NotNeiderhoffer... He is looking for seven cents (consensus five cents)to be reported in the Jan quarter and thinks they closed the quarter early and pushed some business into the April quarter. He is working on the assumption that forty to forty two cents is a layup for Jan 99 and that the company will be partnering with MSFT as opposed to butting heads with Deathstar.>>> Was that some guess about partnering with MSFT? As much as I hate to see a good company dealing with the devil, that could be incredibly significant. Just ask Citrix. DJ

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