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

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To: Eman03 who wrote (463)4/27/1998 6:34:00 PM
From: Eric Klein  Read Replies (2) of 2477
 
I definitely wouldn't say you're a genius, but I would like to hear why you think BEAS is a good buy.

One problem with this company is that they bought their current technology, but now intend to develop the next generation products from scratch in Java. That would make me very nervous if I was an investor.

The other thing is that middleware seems like a very temporary product. By that I mean that it will become obsolete very quickly. Also, I don't think there are any great barriers to competitive products.
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