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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (91234)	4/2/2000 6:12:00 PM
From: Connor26	Respond to of 120523

BEAS news from CBS Marketwatch There's likely to be an assortment of good infrastructure software choices once a sustained Nasdaq recovery kicks in, with all the above names included, and more than a dozen others. The sector had been especially hard-hit. But really well-known and widely held picks BEA Systems (BEAS: news, msgs) and Citrix Systems (CTXS: news, msgs) are among ones the stock hawks are watching. After taking vicious hits, they could become steals once Nasdaq gets back on track. Take a look at BEA. It rose 776 percent from $18 in October to a high of $157 3/4 in February. It's a leader in software used to bridge disparate databases, applications and operating systems -- something that nearly every large company needs. It has a track record of operating earnings, leading technology, strong sales growth, well-known management and big-name partners. Same company, lower price Little has changed with the company's story in recent weeks. Analysts seem to think the company is on-track in its current quarter. In its January quarter, BEA reported better-than-expected results with 82 percent revenue growth and a 273 percent operating earnings spike. What's more, the company announced plans in February for a 2-for-1 stock split. Unfortunately, now BEA doesn't need to issue more shares in a split. The market halved the price on its own, only with the original number of BEA shares. BEA on Thursday closed at $79 5/8 -- about 50 percent off its February high. BEA's true value may sit in some unknown territory between its current current valuation and its peak. But one thing's for sure; it beats the pants off a bunch of little "speculative guys" in the ".com" world, says Cathy Baker, co-manager of the RF Internet Age Fund, a long-time holder of BEA.