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

To: Melissa McAuliffe who wrote (490)	6/11/1998 10:44:00 AM
From: treetopflier	Read Replies (1) \| Respond to of 2477

Great post. Thanks! Has always been difficult for folks to obtain performance of field based transaction processing software in GUI mode. Not surprising that the vendors would put new names on old tried and true methods of shipping a transaction to some datastore(s) for processing. Objects and Messages are fine terms by me. Kind of like old 'block mode' with dynamic presentation interfaces and NO SNA -- there's a loss (not). Tuxedo is due for a resurgence, not that it ever went away -- it never goes away once in place. Net enabling it makes the picture complete. I don't believe that the proprietary solutions ever stood much of a chance here of continuing their growth, e.g. SYBS, IFMX, Oracle (SQL*Net) in this domain. They'll continue to see middleware to their existing clients, but the cry for a generic layer will continue. Now, BEAS needs to put numbers together that prove it. Only real viable long-term competition is IBM and Encina (other than in the NT domain). There are software vendors out there now claiming they'll support either IBM DEC or MSFT DCOM. Hmm... BEAS needs to focus on applications vendors and get an architectural pitch together than they can all include in their materials. Seen any DCOM lately? Not to enthusiastic about the convertible and the dilution. The $$$ amount also seems too high for just Top End. There must be acquisitions in the offing. Would be VERY nice to see them pick up some consulting delivery capabilities. Who could they buy that would give them this? Who could they buy that would put more aggressive sales feet on the street? The bond offering is ALMOST enough to buy someone like SYBS if they wanted to. Would have to shed the DB/Tools divisions tho or be viewed as an RDBMS competitor, which they are not. Fly low, sell high...