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

To: Boyce Burge who wrote (510)	7/20/1998 7:27:00 PM
From: treetopflier	Read Replies (1) \| Respond to of 2477

Well, we know who played BEAS today. Dain informs their institutional investors that its time to pull the plug, spurs an opening dump that drives it down, watches the action all morning and when it looks like it might embarrass them by pushing right back through their out price, releases the press announcement to be sure it stays down. There is ZERO surprise here. Following a major acquisition you'd expect to see them have sales slide into the last month of the quarter. Dain didn't downgrade them or revise earnings. BEAS isn't going to BLOW Q2! This wasn't posted on DJNS until 12:53. The blocks that drove it down moved between 9 and 9:40. It has all the signs of coming back to within a buck until they put this junk news release out. Well Dain investors, what is your repurchase price target? I won't be selling you my shares. These guys are on track to grow at 60+%. You can play all you want, but it is going higher! BEAS, if you are listening, this is what happens in a marketplace starved for ANY news about how it is going. This crap from Dain and we ride your stock down. How about doing some PR work? The announcements about your bonds were interesting, but hardly tell us anything about the quarter, your intentions for the money or how the Top End acquisition/digestion is coming. Get your own news out. Don't let the MM (market manipulators) use the void to their advantage.

To: Boyce Burge who wrote (510)	7/29/1998 12:01:00 PM
From: Talk_cents	Read Replies (1) \| Respond to of 2477

In response to a July 20th post, which stated: "following Dain Rauscher Wessels analyst Marshall Leisten's morning comments that the software company's fiscal second quarter was more back-end loaded than usual. Leisten expects slightly more than 50% of Bea Systems' sales to close in July, the final month of the quarter. Typically, he said, the company generates about half of its revenue in the third month of a given quarter." --------------------------------------------------------------- This information provides NOTHING unusual or useful. Companies selling software, especially more expensive software will notice "HOCKEY STICK sales growth to occur near the end of each and every quarter. Some companies generate much more than 50% of their quarter's sales during the last month of the quarter! Cheap software will not experience hockey sticks at the end of a quarter. There are no discounts and there is no incentive for a customer to hold out unless there is an update scheduled. Companies like Synopsys, Cadence, Ambit that are selling software packages that start at $100,000+ per unit often see hockey stick sales numbers at the end of a quarter. The sales people are trying to make quotas and the wise customers know that if they hold out to near the end of a quarter, that they can get discounts. Many times these discounts can be very large! Sometimes, depending upon the software (and its competition) a company will hold more firm and not allow discounts to be so deep. This would explain a "higher average (<-KEY WORD) selling price." If a company ships a new product on the last day of a quarter, technically they can begin receiving money for that NEW product during that quarter. So, of course if the product is good and generates a lot of cash due to upgrades and/or new sales then IT IS NOT UNUSUAL that the back end of a quarter is more heavily loaded - DUH! Refresh my memory, the article said the company commonly generates 50% of its sales in 3rd month. But this month was different in the there will be "slightly more" sales generated the 3rd month. What's slightly? Was the word slightly enough to publish an opinion? Come on - it's garbage. Slightly = BEA Systems new product shipment of M3 Middleware and smaller discounts for new sales. More importantly, BEAS is not wavering from their short and long term strategies! They are meeting new product schedules, making acquisitions that fall in line with their vision, and continually seeking solid partners. Not to mention it looks like most developers in the company are very happy. This is a very good overall combination. This should be an interesting month ahead for BEAS stock, barring any larger external events such as Greenspan, Clinton/Lewinski, SouthEast ASIA/Japan, or further NASDAQ drops. Regards, Talk Cents PS The statement provided by "Talk Cents" is an opinion. It was not generated or influenced by any other person or entity. This opinion is not a recommendation to either buy or sell BEAS stock.