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Technology Stocks : Ariba Technologies (Nasdaq-ARBA) -- Ignore unavailable to you. Want to Upgrade?

To: Spytrdr who wrote (1219)	9/29/2000 2:02:39 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 2110

You better grab your peanuts while you can... BB

To: Spytrdr who wrote (1219)	7/23/2001 5:31:39 PM
From: alydar	Read Replies (1) \| Respond to of 2110

your right on....please note last sentence. BEA Systems, Intel in bundling deal By Bambi Francisco, CBS.MarketWatch.com Last Update: 5:03 PM ET July 23, 2001 CARLSBAD, Calif. (CBS.MW) -- BEA Systems announced a deal Monday to integrate its enterprise software with Intel's high-end processors. The goal of the alliance is to have BEA WebLogic available and optimized for future Intel processors as they are introduced. Both companies will jointly market to hardware manufacturers and software vendors. "What Intel brings to us is the 24 OEMs (original equipment manufacturers) who will be shipping our software and a sales force providing leads," said Bill Coleman, CEO of BEA Systems, in an interview with CBS.MarketWatch. BEA (BEAS: news, chart) shares fell 10 percent to $20.71 while Intel (INTC: news, chart) shares fell 3.1 percent to $29. The alliance also provides BEA Systems with a future of product roll-outs. "The real key of this announcement is that the Itanium architecture is an 8-year multi-billion project," Coleman said. The first major release of the products will be at the end of the third quarter, said Coleman. There will be a major upgrade next spring when the next version of Itanium ships, Coleman said. For Intel, the agreement makes it possible to move into the backroom operations of the corporation, Coleman said. The new partnership will help extend BEA Systems reach into middle markets. Asked how BEA Systems would compete with IBM's Websphere, Sun Microsystems' IPlanet, and Oracle's 9IAS, Coleman said it would partly come down to price. "The bottom line is that there's too much competition," said analyst Rob Tholemeier with Wells Fargo Van Kasper. "These larger companies, like IBM and Oracle, have an advantage because they're not dependent on application servers. So, they can become competitive with the price." Tholemeier expected Intel to do similar deals with Oracle and IBM due to the non-exclusive nature of the pact.