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

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To: treetopflier who wrote (592)9/28/1998 1:53:00 PM
From: Don Dodge  Read Replies (2) of 2477
 
Analysis of WebLogic acquisition from News.com
See the whole story at news.com

Our survey of Fortune 1000 companies showed that two-thirds want to have an application server standard in place by next year and the reason is they want to buy Web applications like crazy," Schadler said. "But the real value is going to be selling stuff on top of the application server like database servers."

For BEA, it is the opportunity to sell its transactional middleware to companies, a high-priced item that stands to bring the San Jose-based firm many profitable quarters.
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