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

To: Eman03 who wrote (463)	4/27/1998 6:33:00 PM
From: David Miller	Respond to of 2477

anyone think I'm crazy, a genius, or somewhere in between? Tough call, depends on your strategy. I'd watch this one like a hawk, if I were you, take the short term view and put a stop loss in place just in case. There is something going on, that's for sure - this year is a critical one for the company's numbers, there's still a swag of bucks owing to Novell for Tuxedo that needs to be washed through. The influence of the major shareholder is still a major unknown too - at some stage they will want to protect their paper gains, at which time the sheep will be well and truly separated from the goats.

To: Eman03 who wrote (463)	4/27/1998 6:34:00 PM
From: Eric Klein	Read Replies (2) \| Respond to of 2477

I definitely wouldn't say you're a genius, but I would like to hear why you think BEAS is a good buy. One problem with this company is that they bought their current technology, but now intend to develop the next generation products from scratch in Java. That would make me very nervous if I was an investor. The other thing is that middleware seems like a very temporary product. By that I mean that it will become obsolete very quickly. Also, I don't think there are any great barriers to competitive products.