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

To: Nadine Carroll who wrote (2272)	7/23/2002 3:09:45 AM
From: paul_philp	Read Replies (1) \| Respond to of 2477

BEA had roughly 5% on NT last year. I think this happened because the data centre had a NT area. The concern I have for Microsoft is that they don't have a 64-bit operating system coming until 2005 (longhorn). Although the capabilities of longhorn are great, this is a long time for linux to have a free run in the 64-bit world. In the end it will be a J2EE and .NET world. Of course, I believe that Microsoft is actually trying to turn the Internet and WWW into a proprietary system. The degree to which that is successful affects the short term for J2EE vendors. Paul