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

To: cmchang who wrote (1344)9/24/2000 9:50:18 AM
From: clark readler  Read Replies (1) | Respond to of 2477
 
I think you have it right.

The project I am working on is looking at app servers and security products e.g., Securant, Netegrity. The security vendors vendors contend that iPlant 6.0 isn't there yet, WebSphere by IBM is cobbled together from Encina and Component broker, both of which lost out to BEA in the past (How many Encina implimentations can you name.) And by far the best product is Web logic.

Also, Earnings growth is irrelevant. Revenue growth is the key as in 50%+.



To: cmchang who wrote (1344)9/24/2000 9:53:45 AM
From: Howard Bennett  Respond to of 2477
 
Thanks for your insight.

It is possible that EPS estimates will be revised upward (i.e. the current estimates for BEAS next FY are too low)....which would imply continued strong growth.


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