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


To: brk who wrote (1450)11/16/2000 10:28:24 AM
From: Susan G  Respond to of 2477
 
a penny : )



To: brk who wrote (1450)11/16/2000 11:01:11 AM
From: Susan G  Read Replies (1) | Respond to of 2477
 
more from the same guys...

Comments

BEA Systems, Inc. (Nasdaq: BEAS) ($74.94)
Buy
Alex Baluta, Internet & eCommerce Applications
Mark Perutz, eBusiness Infrastructure
"BEA Systems and BroadVision held a joint press conference yesterday to
announce that BroadVision plans to port its eBusiness application to run on
BEA's WebLogic application server," said Baluta and Perutz. "We believe this
alliance will benefit both industry leaders despite the fact that they compete
in some areas. This partnership underscores our view that BEA is becoming the
de facto software platform for building and running eBusiness applications. We
believe that the addition of BroadVision as a major ISV is the latest in a
series of major ISV, technology vendor, system integrator and ASP partnerships
that confirm the importance of the Java/J2EE standard, and the growing
dominance of BEA as a core eBusiness software infrastructure provider."

Robertson Stephens Daily Growth Stock Update 11/16



To: brk who wrote (1450)12/3/2000 7:14:03 PM
From: Susan G  Read Replies (1) | Respond to of 2477
 
Bill Coleman is on the cover of Business Week e-biz this week. It's in the printed issue and should be available online tomorrow I believe....
businessweek.com

Highlighted in a sidebar to the article are the following stats:

Most recent quarterly revenues:
$224 m, up 77% over a year ago

Most Recent quarterly net income:
$31.3m, a 200% jump over the same quarter last year

Revenues at five years:
For 2000, $925m, 12,300% BETTER than Microsoft at the same point in time

Prospects: Could be the fastest software company to top $1 billion; it's head to head with IBM and holding its own