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

To: Zelix who wrote (925)	11/11/1999 10:33:00 AM
From: Zelix	Read Replies (2) \| Respond to of 2477

Today SG Cowen raised the price target to $107. biz.yahoo.com A stock split shouldn't be unrealistic now. I was always arguing why BEAS does not have a marketing campaign. It looks like their focus on achieving revenues, bigger customer base and solid technology foundation - is paying off! For any technology company, eventually it is the (completeness of) solution that matters! In any business, customers and revenues are what matter. BEAS has proved that they could achieve this level without resorting to silly and expensive marketing campaigns. A full page ad in WSJ or Super Bowl ad does not mean anything if you are selling vaporware. I wish BEAS can keep up with this new attention and continue to meet industry expectations. I am hoping that all serious B2B companies consider BEAS to build their solutions. There is no other company (other than IBM) who have the breadth of products to support multiple technologies and platforms (across companies, for B2B interactions), that are reliable and can support heavy transaction volumes. (For anyone interested, check out the platforms and technologies that BEAS supports, their client list and TPCC benchmarks - at www.beasys.com). What Oracle is to databases, Sun to Internet servers, Cisco to Networking - BEAS is to the complex software messaging and transactions! Even at $100, BEAS will have a market cap of $8 billion while Oracle is at $83 billions, Cisco at $260B and Sun at $80B. What it means is that BEAS has the potential to be another Oracle/Cisco in the next few years. Keep going BEAS! Keep your head down and continue to show us results! - Zelix