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


To: Adam Smith who wrote (1443)11/14/2000 5:35:29 PM
From: Zelix  Read Replies (1) | Respond to of 2477
 
The earnings came out .. as expected the management didn't care to beat the estimates by more than a cent. They figured it doesn't matter in the current market conditions.

Thanks Adam, for updating us about the conference call. I'd be curious to see what analysts say tomorrow.

A good point here ..
- estimates for fiscal 2001 are 22c/share
(they already made 15c in 9 months, they can easily make 9c in the fourth qtr, which is usually their best qtr)

I've few questions .. hope experts on this thread can clarify.

- BEAS split twice this year, how do these splits affect estimates (earnings/share)?

- I see an item 'deferred revenues' in their balance sheet.
$179,127,000 in deferred revenues is not a small amount. Does it mean, they are not booking these revenues this quarter? What does this line item mean?

Thanks in advance.

- Zelix