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 (433)	2/27/1998 10:31:00 AM
From: NotNeiderhoffer	Read Replies (1) of 2477

The conference call was 2/26 at 5 EST. You might want to call the Financial Relations Board at (415) 986-1591 to see if there is a taped replay. I had to hang up just as Goldman's Sherlund was congratulating them on a great quarter. Both he at Alex Brown took their FY 99 revenue estimate up from $246 to $256 million, Sherlund raised his FY 99 estimate to 35 cents from 33 cents, I believe Alex Brown went to 36 cents noting upside remains. DSO's were under control and company seems to be on track managing rapid growth. Visibility going forward is tremendous, don't look for an EPS disappointment any time soon. But is it time to wrestle with the current valuation... Regards, NotNeiderhoffer

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