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: David Miller who wrote (519)	7/23/1998 9:49:00 AM
From: treetopflier	Read Replies (2) of 2477

Nature of their products and usage makes them a long term player. When was the last time you saw a mission-critical Tuxedo based application displaced by something more functional or performant? Agree with you wholeheartedly re: the difficulty in digesting acquisitions. However, this has been their strategy from day one. They bought their whole product line and are profitable now on a quarter by quarter basis, so I remain confident they'll continue this success. Middleware isn't flash in the pan technology and it has great longevity in major accounts once installed. That is what they are banking on, as are the institutional investors that snapped up those bonds. It was oversubscribed 25% I believe. A good sign. ttf

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