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To: tinkershaw who wrote (40425)	3/14/2001 9:14:28 PM
From: LindyBill	Read Replies (2) \| Respond to of 54805

I just looked up BEAS on SI. They show it with a 1065+ PE. A year ago that would have not stopped me from looking further.

To: tinkershaw who wrote (40425)	3/15/2001 2:12:38 AM
From: incomep	Respond to of 54805

The industry and BEAS competitors:(From 10K) The market for application server and integration software, and related software components and services, is highly competitive. Our competitors are diverse and offer a variety of solutions directed at various segments of this marketplace. These competitors include operating system vendors such as IBM, Sun Microsystems and database vendors such as Oracle. Microsoft has released products that include certain application server functionality and has announced that it intends to include application server and integration functionality in future versions of its operating systems, including future versions of Windows 2000. Oracle is the primary relational database vendor offering products that are intended to serve as alternatives to our enterprise application server and integration solutions. In addition, there are companies offering and developing application server and integration software products and related services that directly compete with products we offer. Further, software development tool vendors typically emphasize the broad versatility of their tool sets and, in some cases, offer complementary software that supports these tools and performs basic application server and integration functions. Last, internal development groups within prospective customers' organizations may develop software and hardware systems that may substitute for those we offer. A number of our competitors and potential competitors have longer operating histories, significantly greater financial, technical, marketing and other resources, greater name recognition and a larger installed base of customers than us. Our principal competitors currently include hardware vendors who bundle their own application server and integration software products, or similar products, with their computer systems and database vendors that advocate client/server networks driven by the database server. IBM and Sun Microsystems are the primary hardware vendors who offer a line of application server and integration solutions for its customers. IBM's sale of application server and integration functionality along with its IBM proprietary hardware systems requires us to compete with IBM in its installed base, where IBM has certain inherent advantages due to its significantly greater financial, technical, marketing and other resources, greater name recognition and the integration of its enterprise application server and integration functionality with its proprietary hardware and database systems. These inherent advantages allow IBM to bundle, at a discounted price, application functionality with computer hardware and software sales. Due to these factors, if we do not differentiate our products based on functionality, interoperability with non-IBM systems, performance and reliability, and establish our products as more effective solutions to customers' needs our revenues and operating results will suffer. Microsoft has announced that it intends to include certain application server and integration functionality in future versions of its Windows 2000 operating system. Microsoft has also introduced a product that includes certain basic application server functionality. The bundling of competing functionality in versions of Windows requires us to compete with Microsoft in the Windows marketplace, where Microsoft has certain inherent advantages due to its significantly greater financial, technical, marketing and other resources, its greater name recognition, its substantial installed base and the integration of its application server and integration functionality with Windows. We need to differentiate our products from Microsoft's based on scalability, functionality, interoperability with non-Microsoft platforms, performance and reliability, and need to establish our products as more effective solutions to customers' needs. We may not be able to successfully differentiate our products from those offered by Microsoft, and Microsoft's entry into the application server and integration market could materially adversely affect our business, operating results and financial condition. In addition, current and potential competitors may make strategic acquisitions or establish cooperative relationships among themselves or with third parties, thereby increasing the ability of their products to address the needs of our current and prospective customers. Accordingly, it is possible that new competitors or alliances among current and new competitors may emerge and rapidly gain significant market share. Such competition could materially adversely affect our ability to sell additional software licenses and maintenance, consulting and support services on terms favorable to us. Further, competitive pressures could require us to reduce the price of our products and related services, which could materially adversely affect our business, operating results and financial condition. We may not be able to compete successfully against current and future competitors and any failure to do so would have a material adverse effect upon our business, operating results and financial condition. See "Management's Discussion and Analysis of Financial Condition and Results of Operations--Factors That May Impact Future Operating Results--If we do not effectively compete with new and existing competitors, our revenues and operating margins will decline."

To: tinkershaw who wrote (40425)	3/15/2001 6:16:03 AM
From: chmang	Read Replies (1) \| Respond to of 54805

"BEAS holding approximately 55% of the market and IBM about 25%" Tinker, these figures are about the number of users , not the revenues or the number of sites ( see PR below). I suspect that IBM has been more successful with the big accounts where it has traditionally a strong influence. That's why you have this contradiction between the two studies of the giga group.(The first survey did put BEA and IBM on a par in terms of market share). From the very little I've seen , The Websphere clients remind me of the ones who deployed OS/2 and "buried" Microsoft a little bit too early ( big banks for instance).. We'll see progressively who 's going to win the value chain battle; I'm looking forward reading your report Charles ********** SAN JOSE, California : January 13, 2001 A survey has shown that BEA Systems (Nasdaq: BEAS), one of the world's leading e-business infrastructure software companies, is leading in the Java application server market, well ahead of IBM. The survey published last month by Giga Information Group reports that BEA WebLogic Server is the overall market leader, with 56 percent of the respondents selecting BEA as their primary Java application server, compared to 33 percent for IBM.

To: tinkershaw who wrote (40425)	3/15/2001 11:01:45 AM
From: Dr. Id	Read Replies (1) \| Respond to of 54805

Any idea what's going on with RMBS? It's tanking this morning. Some rumors of a negative court ruling, but haven't been able to find anything definitive. Dr.Id@numbtobadnewsatthispoint.pov