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


To: Susan G who wrote (1452)11/19/2000 1:51:29 AM
From: stock leader  Read Replies (1) | Respond to of 2477
 
Susan,
i know BEAS is your baby, but i have been following it and i have some concerns. BEAS has about $600 mill in debt. but they do have $800 mill in cash/investments. so it might be manageable. Now where did this debt come from? was it to finance acquisitions? BEAS reminds me of CPWR Compuware Corp. CPWR had a similar price jump like BEAS, but now it is below $10. I'm surprised you haven't sold for profit yet?
BMCS collapse would also concern me. also is SEBL a major competitor?