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

To: Bruce Brown who wrote (1711)	4/2/2001 5:56:50 AM
From: Spytrdr	Read Replies (1) \| Respond to of 2477

Bruce, a few things: once support is broken (+- $ 30 in this case) it becomes resistance. it doesn't matter what was the reason, the news, that triggered the breakdown, it happened, people sold at those prices (with huge volume) and that's all that matters. after the initial break of support there's usually a retest of resistance, that's what we saw on friday, like clockwork. if this retest fails, meaning it cannot surpass this new resistance (around $ 30-33) on a closing basis, that confirms the downtrend. it doesn't matter what Bill Coleman says or how many times he reaffirms guidance. the market is smarter than Bill Coleman or any other individual. it represents the collective wisdom of thousands of participants. and right now mr. market is re-evaluating how much it wants to pay for BEAS, with or without increased guidance. right now BEAS is barely "clinging" at this precarious weekly support, i don't think it will hold. now i'm asking you, do you really think this co., or CHKP, have any sustainable competitive advantage? what stops a determined big cap competitor from wiping these companies from the face of the earth?

To: Bruce Brown who wrote (1711)	4/2/2001 11:05:23 AM
From: Nadine Carroll	Read Replies (2) \| Respond to of 2477

Would you agree or disagree that BEA's J2EE is a "proprietary open architecture with high switching costs" and that the published interface is open to other vendors? I thought the true gorilla had to own the standard. J2EE is Sun's standard, not BEA's. WebSphere and iPlanet are also J2EE compliant.

To: Bruce Brown who wrote (1711)	4/2/2001 11:10:36 PM
From: Susan G	Read Replies (2) \| Respond to of 2477

BEA Founder, Chairman, and CEO Bill Coleman Reaffirms Company Guidance at Salomon Smith Barney San Francisco Technology Day, April 2 PR Newswire, 04/2/2001 21:17 /FROM PR NEWSWIRE SAN FRANCISCO 415-543-7800/ [STK] BEAS [IN] CPR [SU] TDS TO BUSINESS AND TECHNOLOGY EDITORS: BEA Founder, Chairman, and CEO Bill Coleman Reaffirms Company Guidance at Salomon Smith Barney San Francisco Technology Day, April 2 SAN JOSE, Calif., April 2 /PRNewswire/ -- BEA Systems, Inc. (NASDAQ:BEAS), one of the world's leading e-business infrastructure software companies, today announced that Bill Coleman founder, chairman, and CEO of BEA, addressed attendees at the Salomon Smith Barney San Francisco Technology Day on April 2, 2001. The address is available for replay via Webcast at bea.com:80/investors/index.shtml. In the address, Mr. Coleman reaffirmed BEA management's confidence in the increased guidance provided during the Company's February 22, 2001 earnings conference call. He also stated that BEA's pipeline has continued to build and that visibility into the first fiscal quarter is strong. Mr. Coleman noted that there has not been a change in the pricing environment for BEA's products compared to recent quarters. He confirmed that BEA continues to aggressively hire its field sales force and build its systems integrator channel.