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


To: cmchang who wrote (1319)9/7/2000 9:39:42 AM
From: MacRules  Read Replies (2) | Respond to of 2477
 
I have short position on BEAS, I have long positions on IBM, Sybase. Consider to short Oracle and Sun.
Application server is not new now, almost everybody (Big boys) has one. IBM will be the big winner and Microsoft will enter this field (E-commence, .net) soon. BEAS has market lead now, but how long BEAS can last. The market is tough for small guys to make money and BEAS still in RED I believe.