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

To: Bob Zacks who wrote (1192)	3/23/2000 8:28:00 AM
From: Zelix	Read Replies (2) \| Respond to of 2477

BEAS is acquiring the best products in the market. It was Theory Center last year. WebGain (a BEA company) looks like a very interesting company with VisualCafe, Tendril's StructureBuilder (felt by some to be better than Rational Rose, haven't used it personally). And now Workflow Automation .. They all look like great products. The power of Java and EJB helps integrate them easily and quickly. Until last year, BEAS was only a transaction framework company supplying number of middleware products. BEAS must've realized that customers do not have patience/expertise/time to invent a new e-commerce system on top of this framework. Hence they started buying all useful products (component-based) that make a 'complete solution'. As complete as it can get. If they really continue on this path .. they can have the best possible 'application framework', which is built over their leading 'transaction framework', with the best development tools (VCafe,Tendril, ..) The timing cannot be better. If BEAS did the same 2 years ago, people wouldn't have listened .. due to Y2K issues. Now the market is ripe and mature for this type of an 'application framework'. As this market evolves, we see an increased investment of the corporate IT (and new web commerce IT) in Java and beans .. a complete non-Microsoft environment. Microsoft has to choose now .. to abandon its diversion tactics and embrace Java with both hands.