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Technology Stocks : BEA Systems (BEAS) - Undiscovered Growth Stock -- Ignore unavailable to you. Want to Upgrade?

To: SAMW who wrote (897)9/23/1999 12:28:00 AM
From: Adam Smith  Respond to of 2477
 
Soundview had writeup on BEAS today. Serious table pounding by them. Writeup covered BEAS market position vs. newly valued IPO's in the space. Talked about how BEAS getting agressive marketing to take market share from the small guys.

Soundview took them to Denver this week and next week taking them to NY and Boston. Look for major move upward on expanding volume.

Summary of writeup
Summary: BEA will be telling their story to investors in New York and Boston next week. We believe the company will continue to attract investor attention as other Internet infrastructure IPOs corroborate the strong demand patterns in this area.

Am very long BEAS. Good Luck
Adam



To: SAMW who wrote (897)9/23/1999 8:32:00 AM
From: DJ Clancey  Respond to of 2477
 
SAMW,
Thanks for the info.
I was around for the earlier moves but had to get out for a bit. Long again and trying to decide whether to go even longer. Great products, but company could never attract attention. I think they have their act together now and will be rewarded for it (along with investors).

DJ


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