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

To: wgh613 who wrote (1853)	5/4/2001 3:19:50 PM
From: Susan G	Read Replies (3) \| Respond to of 2477

I didn't believe that when I heard it anyway. They just wanted to get their clients in low as usual. Every time someone misses a move or gets caught short they talk it down. Another buying op is what it is.

To: wgh613 who wrote (1853)	5/4/2001 5:15:31 PM
From: HDC	Read Replies (1) \| Respond to of 2477

BEA Says It Hasn't Lost Ground To IBM 05/04 2:44 PM (DJ) Story 4046 =DJ IBM/BEA Sys -2: BEA Says It Hasn't Lost Ground To IBM Some Wall Street analysts have recently expressed concerns about IBM's increasing competitiveness in the application server market. They have cautioned that IBM is aggressively pricing its product, WebSphere, and that it's closing the technological gap with BEA's offering, WebLogic. James Moore, analyst at Deutsche Banc Alex. Brown, said in a research report Friday that the Giga figures will rekindle these concerns and suggest competition is heating up. IBM's market-share gains weren't driven by lower prices, but by improved functionality and by IBM's other infrastructure software products, according to Scott Hebner, director of marketing for IBM's WebSphere. "We're just starting to hit the sweet spot with WebSphere," Hebner added, noting that a new version of the product, due out this quarter, will continue the momentum. BEA Systems' Kiger stressed that the company doesn't believe it's lost share to IBM and that it hasn't experienced any pricing pressure from IBM. Kiger said BEA is "reasonably comfortable" with Giga's estimate that it had 35% market share, but since IBM doesn't break out WebSphere revenue there's some "guesstimation" involved in Giga's estimate that IBM's had 30% market share. Gilpin, the Giga analyst, said BEA has raised its concerns with him and he stands by his research. Bill Coleman, BEA's chairman and chief executive, has repeatedly stated that demand for WebLogic remains healthy and reaffirmed the company's financial targets for the first quarter and fiscal year. The San Jose, Calif., concern will report first-quarter results on May 15. The current consensus estimate calls for earnings of 7 cents a share on sales of about $260 million. BEA shares recently changed hands down $4.93, or 10%, at $35.93. The stock has fallen 47% this year, erasing $12 billion in market value. -By Marcelo Prince, Dow Jones Newswires; 201 -938 -5244; marcelo.prince@dowjones.com (END) DOW JONES NEWS 05 -04 -01