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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Sig who wrote (10193)	12/21/2002 2:24:15 PM
From: Lizzie Tudor	Respond to of 13815

Beas 4% ( calls + leaps) wonder what they do? Beas- great choice, great company. Imo this is a play on ecommerce, storefronts like Amazon/Dell although their products play in enterprises etc. BEAS has a "middleware" software product called weblogic. Before the web, we had something called client/server software. This was where your client(Intel PC) would run software and whenever it needed data it would do a request to the server(where the data was housed) over the lan and display back on the PC. To run corporate software like peoplesoft you would have a huge data layer and then everybody's PC would have psft client installed. BEAS is the modification of that model for the web. It is called 3-tier, the old client is replaced with another server beas which connects to the database server. Your PC now runs a thin client. The advantage is, thin client software can be downloaded and maintained over the web- it has a small footprint vs. fat client where you had to manually install software on everybody's PC. This allows portability for all webapps. Beas has the superior middleware product and it was built in to the new generation appl software companies Ariba and Commerce One. I believe with Siebel you can choose your middleware product from Beas/IPlanet (Sun) and Websphere (IBM). Siebel bundles it in to their product. The Gap online store uses Beas, Amazon I think too so if you are doing custom, web storefront development you buy BEAS outright. Right now the middleware horserace is between IBM Websphere and Beas and IBM thinks they have won but my techie friends really love Beas so we'll see. Notice Amazon is blowing out their targets again, I know Gap online was meeting their numbers while the rest of Gap was struggling. Tech crash aside ecommerce is continuing to deliver... I think it is possible that Amazon climbs to his old highs one day (around 100)... he has been 25 recently so a 4-bagger. There are other more beaten down companies I like better from the capex side right now though. The time to buy amazon is in the summer when nobody thinks about xmas. Lizzie