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

To: Melissa McAuliffe who wrote (534)	8/5/1998 12:07:00 AM
From: softcash	Read Replies (1) \| Respond to of 2477

Can you point us to the article you read?? Thanx

To: Melissa McAuliffe who wrote (534)	8/5/1998 11:48:00 AM
From: Talk_cents	Read Replies (1) \| Respond to of 2477

NEON is a smaller competitor, but getting larger. NEON made 11.4 mill Q298 and BEAS made 56 million last quarter. Some of BEAS biggest competitors are IBM, Inprise, and IONA. To a much smaller extent at this time is also MSFT, thus would explain BEAS' ability to achieve dramatic revenue growth! There are many areas that BEAS is into right now that NEON isn't. from neonsoft.com ..develops and markets the leading solution for Enterprise Application Integration (EAI). The NEON product suite provides a comprehensive platform for EAI by integrating today's packaged applications, legacy applications, and web-based applications on disparate platforms and systems across the business enterprise. NEON enables companies to preserve their existing investments in legacy systems while incorporating new technologies and enables companies to manage their enterprise-data sharing needs based on business rules and practices. Middleware is a hot market right now: news.com "Worldwide middleware revenue will top $7 billion by 2002, according to a recent report by International Data Corporation. IDC's Middleware 1998 Worldwide Markets and Trends report states that in all, 1997 was an "outstanding year for the middleware markets." The combined middleware markets grew 28 percent to $1.716 billion, despite the worldwide sales drag put on middleware products by the Year 2000 bug, European currency conversion, and the Asia-Pacific economic downturn, according to the study. The study also found that consumption is clearly the highest in multiuser UNIX operating environments, reaching $692.2 million, or 40.3 percent in 1997, compared to 33.4 percent in 1996. " This shows NT has a big battle in this area. Microsoft and Middleware means: CORBA vs COM+ MS JAVA vs Sun Java NT vs Unix