SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: tinkershaw who wrote (44894)7/25/2001 1:07:39 AM
From: Ali Chen  Read Replies (2) | Respond to of 54805
 
Tinker, "BEAS ... is in no way a "typical bubble.""

I should have read other posts before jumping onto BEAS.
Thomas posted a perfect summary of what I meant to
say with my poor and aggressive English,

Message 16120531

Actually, I never heard about BEA before and do not
care, but I was heavily inspired by Judith "analysis".
As far as "typical bubble", read the following
excerpt from their white paper:

"BEA WebLogic Integration is a single, unified platform that extends the core infrastructure and features of
an application server and merges them with a comprehensive solution for executing on complex integration
projects. The result is a complete integration platform that enables companies to consolidate the key
aspects of application management into a single,“build to integrate ” solution for the enterprise."


It is my opinion that when a product promoter resorts
to turgid mumbo-jumbo like above, the bubble will
burst. Especially when all high-flown words about
"comprehensive solutions" and "enabling platforms" usualy
boils down to a few interactive fields to fill in
customer shipment info, and generate an invoice.

Their temprary profits and PE of 280 is also an indication
of a "bubble". Sorry.

Regards,
- Ali



To: tinkershaw who wrote (44894)7/25/2001 10:24:37 AM
From: JHP  Read Replies (1) | Respond to of 54805
 
p/e= 169
i don`t see a bubble,do you Bazooka tinkershaw?
lol
john