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

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To: growthvalue who wrote (573)8/27/1998 10:48:00 AM
From: treetopflier   of 2477
 
Softcash,

I hope the winds are calm where you are. Otherwise you'll get wet. Be sure to piss downwind next time.

I take it you have never purchased a piece of software for more than a million bucks or participated in a purchase/sale cycle of an enterprise software product? I also take it you have never done a 3-5 year IS strategic plan.

For you to insist that there are no effects on sales cycles of enterprise software products due to concerns about Y2K clearly demonstrates two things - you don't work in the IT field and you don't understand IT buying cycles.

As for Greenspan, yes he could cut rates here and acknowledge that a recession is upon us. Would do wonders for the sentiment index at this point I'm sure. It would cause a SHORT term upward move in the markets. Would you recommend he keep playing that card over and over for the next 16 months while sales continue to tail off for companies in the tech sector? When interest rates reach 2-3% what cards does he have left, post millenium, to restimulate growth and shock us out of worldwide depression?

I'm fine with him holding these cards a bit longer. He'll need them much more badly next year.

Now are you going to split the cost of the beer with your buddy talk_nonsense or aren't you two sidekicks?

ttf
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