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

To: PeterR1700 who wrote (908)	10/19/1999 9:29:00 PM
From: Ed Bowes	Read Replies (1) \| Respond to of 2477

SUN to purchase BEAS tomorrow? Hot off the press. Wouldn't it be interesting to see if BEAS is the one! Cheers! Ed. Sun Microsystems to Disclose Software Acquisition Tomorrow Palo Alto, California, Oct. 19 (Bloomberg) -- Sun Microsystems Inc., the No. 4 maker of computer servers, said it will disclose the acquisition of a software maker tomorrow. Sun will hold a conference call at 8 a.m. San Francisco time to discuss the completion of its purchase of electronic-commerce software maker Forte Software Inc., to talk about its software development tools strategy and to unveil ''another strategic software acquisition.'' It wasn't more specific. The company couldn't immediately be reached to comment. Palo Alto, California-based Sun has been snapping up software companies in a bid to become more of a threat to archrival Microsoft Corp., the world's largest software maker. In August, Sun acquired closely held Star Division Corp. to get word- processing and spreadsheet software that competes with Microsoft products. Terms weren't disclosed. Just a week before buying Star Division, Sun agreed to buy Forte for about $540 million in stock. Forte makes products to help big customers like Marriott International Inc. do more of their business online. Sun shares rose 1/2 to 94 1/16. The announcement was made after the 4 p.m. close of regular trading in New York. Oct/19/1999 21:10

To: PeterR1700 who wrote (908)	10/25/1999 9:58:00 PM
From: Zelix	Read Replies (3) \| Respond to of 2477

Sorry Peter, I haven't been watching this board lately. It looks like the BEA marketing campaign is kicking in - with ads in WSJ, Info Week, and the Biz Week you've seen. They definitely are conveying a more understandable message. The message is also good. The message is good but I think this generation is not yet fully aware of the e-generation - BEA is talking about. It seems to be a bit lost among the thousands of e* campaigns. I enjoyed seeing their ad in Info Week - for the reason Info Week always ignored BEAS. Because BEAS never spent money on placing ads. Hope these mags start covering BEAS news. I see more clients flocking to 3-tier web implementations. BEAS is clearly the leader. All of these simpler App Server/ASP style sites have to go away. This is real business now. They cannot satisfy millions of users with poorly designed sites. BEAS will probably meet earnings estimates this quarter too. But the best results will come next year. I have been to few next generation ecommerce companies recently. I am more convinced than ever - that ** by next year BEAS will be the Cisco of ecommerce transaction frameworks * Regarding the speculations of Sun buying BEAS. Nope, I do not think it will happen. Sun already has too much baggage with Netscape, Kiva and Forte. They wouldn't know what to do with BEAS stuff. But they will envy WebLogic Enterprise next year, when it gets even more popular. Go BEAS! I'd like to see this stock in 3 digits by next year. - Zelix