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


To: brk who wrote (1336)9/20/2000 12:33:34 PM
From: sandintoes  Respond to of 2477
 
They all have blond hair and can bench press 350lbs.

No, he has dark hair...350 lbs., is that how much you weigh? I'm sure he could still bench press you! <<GG>>

siliconinvestor.com

NEW YORK, Sep 19, 2000 /PRNewswire via COMTEX/ -- Deutsche Banc Alex. Brown analyst Jim Moore today released "The e-Process Revolution 2: Emergence of the Open Enterprise" - a new report outlining the major trends that will be driving the e-process solutions vendors over the next few years.

This report follows the launch of Moore's original "e-Process Revolution" theme work in September 1999, where he first laid out his thesis that the Internet would have a profound impact on how companies operate. Now, corporations are moving to the next stage of the Revolution, which Moore believes will center around tearing down traditional corporate boundaries and extending information and business processes outside the firewall to reach partners, suppliers, and customers. He calls this the "open enterprise."

"We believe the adoption of this 'open enterprise' model is helping to transform vertically integrated supply chains and distribution networks into 'virtually integrated' business ecosystems that are able to respond quickly to today's dynamic environment," said Moore. "Adoption of the Internet and these business models is no longer a luxury, but a mission-critical imperative for corporate survival."

Moore believes that the confluence of the changing global business models and the readiness of the Internet will drive significant opportunities for the e-process infrastructure vendors over the next several years. He points to the following "arms merchants" as being extremely well positioned to benefit from these trends.

STRONG BUY-rated Bluestone Software Inc. (Nasdaq: BLSW chart, msgs)($17.81), Business Objects S.A. (Nasdaq: BOBJ chart, msgs)($104.00), Evolve Software Inc. (Nasdaq: EVLV chart, msgs) ($25.31), Extensity, Inc. (Nasdaq: EXTN chart, msgs)($18.59), Mercury Interactive Corporation (Nasdaq: MERQ chart, msgs)($125.44), Oracle Corporation (Nasdaq: ORCL chart, msgs) ($76.46), TIBCO Software Inc. (Nasdaq: TIBX chart, msgs)($76.00), and WebEx Communications Inc. (Nasdaq: WEBX chart, msgs)($33.25), and BUY-rated Agile Software Corporation (Nasdaq: AGIL chart, msgs)($77.25), BEA Systems Inc. (Nasdaq: BEAS chart, msgs)($63.56), CommerceOne Inc. (Nasdaq: CMRC chart, msgs)($63.19), and i2 Technologies Inc. (Nasdaq: ITWO chart, msgs)($169.44).

Deutsche Banc Alex. Brown identifies the US investment banking activities of DB Alex. Brown LLC (formerly BT Alex. Brown Incorporated) and Deutsche Bank Securities Inc., which are indirect subsidiaries of Deutsche Bank AG. With over e925 billion in assets as of June 30, 2000 and approximately 90,000 employees, Deutsche Bank offers its clients unparalleled financial services throughout the world. It ranks among the leaders in asset management, capital markets, corporate finance, custody, cash management and private banking. Deutsche Bank is divided into five major business units: Global Corporates and Institutions, Global Technology and Services, Asset Management, Corporates and Real Estates and Private and Retail Banking.

Deutsche Bank Securities Inc. maintains a net primary market in the common stock of Agile Software Corporation, BEA Systems Inc., Bluestone Software Inc., Business Objects S.A., CommerceOne Inc., Evolve Software Inc., Extensity, Inc., i2 Technologies, Inc., Mercury Interactive Corporation, Oracle Corporation, TIBCO Software Inc., and WebEx Communications Inc.. Within the past three years, Deutsche Bank Securities Inc. or its wholly owned subsidiary, DB Alex. Brown LLC, has managed or comanaged a public offering of Agile Software Corporation, BEA Systems Inc., Bluestone Software Inc., Business Objects S.A., Evolve Software Inc., Extensity, Inc., Mercury Interactive Corporation, TIBCO Software Inc., and WebEx Communications Inc.. BEA Systems Inc., Business Objects S.A., CommerceOne Inc.,i2 Technologies, Inc., Mercury Interactive Corporation, Oracle Corporation and TIBCO Software Inc. stocks are optionable. BEA Systems Inc. has a convertible issue outstanding.



To: brk who wrote (1336)9/22/2000 12:59:41 PM
From: Susan G  Read Replies (2) | Respond to of 2477
 
RESEARCH ALERT-Lehman bullish on software firms

Reuters, 09/22/2000 09:38
NEW YORK, Sept 22 (Reuters) - Lehman Brothers said on Friday that analyst Neil Herman remains bullish on the enterprise/Internet software business and would use the expected weakness in tech stocks after Intel Corp.'s (NASDAQ:INTC) forecast to be a buying opportunity.

-- "We expect the software sector to fall in concert with the rest of the technology sector, given Intel's earnings pre-announcement with weakness in Europe in particular being an issue," Herman's research note said.

-- Herman reiterated a buy rating on BEA Systems Inc. (NASDAQ:BEAS) and maintained a price target of $68, saying it remains "our single best idea" on the large cap side, with Veritas Software Corp. (NASDAQ:VRTS) and Oracle Corp. (NASDAQ:ORCL) being other preferences. Other buying opportunities could be found in Mercury Interactive Corp. (NASDAQ:MERQ) and Advent Software Inc. (NASDAQ:ADVS)

-- BEA has exposure to Europe, but its business remains healthy and that it is accelerating its hiring of sales people due to strong demand, Herman said in a research note. nyc.equities.newsroom@reuters.com))

Copyright 2000, Reuters News Service