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


To: Zelix who wrote (1437)11/14/2000 5:13:10 PM
From: Adam Smith  Read Replies (1) | Respond to of 2477
 
Thanks Zelix

I've been a BEAS supporter since Oct. 98. Has been a great run and I agree with your previous assessments that BEAS can become the gorilla in the App server space.

Their numbers look great and Def. rev almost doubled. Am on the conf. call now and they are increasing guidance in sales, earnings and future visibility.

With P/S multiples coming down what type of price guidance do you have?

Good Luck to all believers(longs)

Adam