Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Howard Bennett who wrote (1343)	9/24/2000 4:16:12 AM
From: cmchang	Read Replies (2) \| Respond to of 2477

That's good technical data. My call is based on technical knowledge about app.servers (WebLogic, not Tuxedo - new vs. old) That app.server market is at the growth stage, tuxedo - that's a mature market and a cash cow for BEA. WebLogic is one of the best servers out there. They have the market share and are a potential gorilla. Given that the app.sever market is (arguably) in a tornado, I'm betting BEA has a bright future ahead. Also, recent analyst which met with management and reset their estimates to $100. Assuming no major overall market corrections, I'm going long. :)