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Technology Stocks : BEA Systems (BEAS) - Undiscovered Growth Stock
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To: treetopflier who wrote (482)6/5/1998 5:58:00 PM
From: MDD  Read Replies (1) of 2477
 
Treetopflier,

Great comments!
I would like to add that Tandem was one of the first distributors
of BEA Tuxedo. Tandem is making the changes to run on their proprietary systems and reselling through their channel. As their momentum build BEA will benefit.
Secondly, the NCR deal is huge. Not only does BEA acquire market share with 300+ accounts, they sign on another distribution channel with the NCR force selling BEA products.
BEA is building momentum in technology, market and mind share. The limiting factor will be in distribution (What a great position to be in).
The announcements on their new M3 product (object based) is aimed at the bleeding edge technologists (today) who are willing to bank their business on object technology. This clearly gives BEA an additional competitive barrier, but the revenue will continue to flow from Tuxedo with M3 providing the next generation application a few years down the road. A good strategic position.

GO BEA
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