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

To: sandintoes who wrote (1276)	7/10/2000 2:15:28 PM
From: Zelix	Read Replies (1) \| Respond to of 2477

Beginning of this year, BEAS made few major deals worth several millions. China Post and Abbey National are examples. I was hoping that they would continue with more big deals .. but not much is happening lately. At least, we do not hear any big announcements. I am sure that BEAS sales men are simply collecting orders for 1-2 licenses of WebLogic every day. The volume may be big enough for BEAS to meet their earnings expectations. That is not good enough though! Despite the new attention and the recent market success, BEAS should not lose sight of large corporate deals. It is clear that all corporations are engaged in major post Y2k IT modernization. This is the time to show them how good WLE is, how much it is capable of leveraging and eventually replacing their mainframe apps, how comprehensive and advanced it is compared to MTS/Silverstream/Iona/.. is. This is the time to get WLE introduced as the Corporate Computing Framework. I don't see a reason why corporates should not come in droves and buy BEAS WLE, like they bought SAP 5-6 years ago. That is if BEAS has the right sales people that can work with the corporates and close few big ones. ---- I like Coleman's optimism and confidence about his company. He should be able to take BEAS above $80 and split 2-1. - Zelix

To: sandintoes who wrote (1276)	7/12/2000 12:40:49 AM
From: Susan G	Read Replies (2) \| Respond to of 2477

BEA Teams With NEC For Web Sites In Japan 07/11/00 Newsbytes, 07/12/2000 00:23 TOKYO, JAPAN, 2000 JUL 11 (NB) -- By Adam Creed, Newsbytes. Aimed at building up an e-commerce development business in Japan, US-based e-commerce company BEA Systems [NASDAQ:BEAS] and Japan's NEC Corp. [NASDAQ:NIPNY] have fextended a strategic alliance. The two companies will together market and develop an e-business offering targeted at Japanese companies wanting to transact with customers and suppliers online. The alliance involves teams from both companies developing an e-commerce product based on BEA's e-commerce and transaction-processing systems and NEC's systems integration services. This will expand on NEC's iBestSolutions - an NEC unit focused on developing e-commerce-enabled Web sites for Japanese businesses. As part of the alliance, BEA plans to establish a customer support center at its existing offices in Tokyo. Reported By Newsbytes.com, newsbytes.com