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To: Bruce Brown who wrote (43343)6/9/2001 3:48:16 AM
From: Bruce Brown  Respond to of 54805
 
Here's a link to a Fool post that has a report on BEA Systems in a Yahoo! Briefcase for those interested in reading the report:

fireboards.fool.com

Here's the post from Paul Phillip (I hope you don't mind Paul):

Here is a link to the Yahoo Briefcase download site. Open the folder and all three issues are there to be downloaded. The April issue has the article on BEA and June issue is about the coming embedded systems/pervasive computing era.

y42.briefcase.yahoo.com

Matt encourages people to spead it around so feel free to pass it on or post it on SI to the now slight curious hard core crowd.

Paul


BB



To: Bruce Brown who wrote (43343)6/9/2001 8:30:37 AM
From: gdichaz  Respond to of 54805
 
Bruce: Thanks for your patience with a "learner" on BEA.

You are very correct that I misunderstood key aspects, but now thanks to your careful and detailed info, I now see much more clearly how BEA is a leader in an enabling software game.

Curious why you did not include Microsoft as a potential competitor. Is it that Microsoft is not a major player in BEA's space now, but perhaps could be in the future?

Again thanks.

Cha2