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

To: Melissa McAuliffe who wrote (415)2/25/1998 12:49:00 PM
From: Marq Spencer  Read Replies (3) | Respond to of 2477
 
Melissa,
Agree with your analysis of the analysts :-).

I too am long on BEAS March 25 calls. I'll sell them before the close tomorrow if I can get $2 for them. I'm also trying to buy some BEAS March 22.5 Puts, for the sell-on-news scenario.

But this time I'm not sure that this is the right strategy - the market has a lot of momentum and if BEAS makes good numbers, this would be their chance to make new highs.

Tomorrow will tell.

- Brian



To: Melissa McAuliffe who wrote (415)2/25/1998 5:51:00 PM
From: Ed Bowes  Read Replies (1) | Respond to of 2477
 
Melissa,

Right on! ... (about the analysts). I think the majority of analysts are boneheads who'd otherwise be selling used cars. If they truly new a good buy or sell opportunity, they wouldn't analysts. They'd be millionaires many times over and kicking back on the beach. ;) Anyway, my thought:

BEA can probably do .50/share for 1998, $32 mil profit on revenues of $170 mil. JMHO.

Cheers!
Ed.


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