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 (599)	9/30/1998 3:01:00 PM
From: treetopflier	Read Replies (2) of 2477

Now the slow march to $10... BEAS spent $192M to go head to head with ORCL, MSFT, SUNW and NSCP -- the big boys. The whole war chest, wasn't it? Well the short squeeze, fueled by the unannounced acquisition is over and the reality of what they are trying to do is setting in. This stock just became a screaming short, again. No softcash, I don't dislike BEAS or their technology, but it is going to go a LOT lower from here. They are entering an arena of competition that perhaps they had to enter, but it won't be without a near term effect on the stock price and I wouldn't proclaim them the technology or market share winner just yet. Will the market for application servers be big enough for them all to be highly profitable, probably. How much of it will they ultimately get? Given the size and mind share of their competition I'd have to believe a minority stake. ttf

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