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


To: Susan G who wrote (1900)5/16/2001 4:44:21 PM
From: sandintoes  Respond to of 2477
 
Did BRK write this??? Nice grub by the way.

We believe these numbers prove that BEA Systems is a top-notch company, in the infrastructure-software industry. The company’s shares have fallen in recent weeks on concerns regarding over-pricing pressure from IBM and sales of Sun Microsystems [SUNW: Nasdaq] servers. We believe any dip in prices is a buying opportunity



To: Susan G who wrote (1900)5/17/2001 11:38:23 PM
From: chojiro  Read Replies (1) | Respond to of 2477
 
Here's something to keep the longs dreaming. Which reminds me. Might be time to sell some doughnut makers too!

BEA Systems considers jump to NYSE
By Ilaina Jonas

NEW YORK, May 17 (Reuters) - The New York Stock Exchange is courting infrastructure software maker BEA Systems Inc. (NasdaqNM:BEAS - news), whose stock is one of the most active on the rival Nasdaq, a stock exchange executive said on Thursday.
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``Mr. Coleman has toured campus with Mr. Grasso,'' Bob Zito, NYSE executive vice president told Reuters, referring to BEA Chairman and Chief Executive Bill Coleman and NYSE Chairman Richard Grasso. ``Certainly BEA is a company we would love to be interested in the New York Stock Exchange. We are talking to them about the prospects of that happening.''

On Wednesday Coleman told Reuters that he was mulling the proposal.

``I'm considering it,'' he said, as he walked to the Nasdaq's center in Times Square.

Coleman said that such a move would help alleviate the stock's exposure to vast stock price swings.

As a member of the Big Board club, the move also could allow BEA to more formidably compete against NYSE-listed International Business Machines Corp. (NYSE:IBM - news) for the business the exchange's continuing technological upgrading is expected to generate, Coleman said.

BEA makes software that serves as a basis for program development as well has serves as the plumbing that connects the back-end systems, such as databases and transaction processing, to the Web.

So far, 12 Nasdaq-listed companies have crossed over to the NYSE. Software maker Sybase Inc. (NasdaqNM:SYBS - news) is scheduled to start trading in a few weeks, Zito said, which would bring that total for the year to 13, so far.

Several of those transfers are technology companies, such as IDT Corp. (NYSE:IDT - news) and BMC Software Inc. (NYSE:BMC - news).

Prudential analyst John McPeake said the NYSE lends itself to more accountability and companies have a lot more visibility into what's happening to their stock because of specialists. Their job is to maintain order in trading and smooth out large swings in a stock prices. The Big Board's more stringent rules could help boost the status of technology stocks, whose reputations among investors have been sullied by stock plunges, cash shortages and bankruptcies.

``What's happened in technology is that any kind of validation of your financial soundness, I think would be perceived to be a positive,'' McPeake said. ``It says, 'We're not fly by night. We're on the New York Stock Exchange.' ''

David Weild, Nasdaq's new executive vice president of corporate service, said the NYSE has stepped up its pursuit of Nasdaq companies.

``They've gotten more aggressive in the couple of years,'' he said.

Weild also said the defections are a reflection of the drastic drop in the stock prices of technology companies that have driven down the Nasdaq to about half its level of March 2000.

``I don't think they would have defected if the market was good,'' he said.



To: Susan G who wrote (1900)5/23/2001 7:59:33 PM
From: wgh613  Respond to of 2477
 
InfoTech Study: Telecom Industry Investment In E-Business Capabilities Projected to Surge
PARSIPPANY, N.J., May 23, 2001 /PRNewswire via COMTEX/ -- Despite its interest in providing next generation networks and technologies to its customers, the telecom industry itself has been taking their time to adopt e-business, one of the leading applications riding on next generation networks. But that will change, according to InfoTech, a New Jersey-based global consulting firm. A new study, "E-Business in the Telecom Supply Chain: Profit in the Evolving Telecom Market," projects that expenditures to enable e-business will approach $6B in 2001, and increase sevenfold to $42B in 2005.

InfoTech estimates that the value of telecom goods and services bought through B2B e-business will reach $180B by 2005. "It makes sense that in a profit downturn, technology companies will seriously focus on cost-cutting and revenue enhancement processes such as those inherent in e-business," said Susan Hobart, InfoTech Vice President. Through interviews and surveys with telecom supply chain participants and e-business providers, the study identified e-business leadership within the telecom supply chain, such as Sprint North Supply (NYSE: FON chart, msgs), Nortel Networks (NYSE: NT chart, msgs), Cisco (Nasdaq: CSCO chart, msgs), BEA Systems (Nasdaq: BEAS chart, msgs), Tivoli Systems (NYSE: IBM chart, msgs), Micromuse (Nasdaq: MUSE chart, msgs), i2 Technologies (Nasdaq: ITWO chart, msgs) and webMethods, Inc (Nasdaq: WEBM chart, msgs).

"It's ironic that the telecom industry has been slow to jump into e-business, as they've been in the forefront of building and managing the enabling networks for enterprises," commented Hobart. Another recent InfoTech study, "Building and Managing Next Generation Networks: A Growth Opportunity for the Telecom Industry," projects the US market for out-tasked network management and professional services to large enterprises to reach $18B by 2004. Telecom industry giants keeping pace with leaders IBM Global Services and EDS include ATT and Verizon. To purchase or learn more about these studies, please contact Barry Hanulak at 973-602-0137 (bhanulak@pbimedia.com).

InfoTech is a subsidiary of PBI Media, LLC, specializing in global information and professional services for the telecommunications and data networking industries. InfoTech offers a comprehensive scope of information and professional services, including custom project consulting, market and competitive intelligence programs, tactical sales support tools, primary research studies, industry conferences and custom marketing programs. Further information about InfoTech can be obtained at the company's web site at phillips-infotech.com.