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

To: David Miller who wrote (558)	8/19/1998 10:15:00 PM
From: softcash	Respond to of 2477

More about this QTR's numbers POSITIVE: Coleman was right about services! They are up almost 200% over last year's quarter. Should expect this to get bigger with the Leader's help. NEGATIVE: Their sales and market operating number maybe getting out of hand? The operating expenses due to sales and marketing is growing FAST - well over 60%. Perhaps, COLEMAN should make those sales people fly coach instead of first class? R&D almost doubled too. POSITIVE: It looks like they have $213 million for short term investments? What's a short term investment that amounts to $215 million? Perhaps another acquisition (or merger) coming soon? SPECULATION: =========== Wouldn't it be funny if they merge with Inprise!!??? Does a BEAS and Inprise merger make sense??? Anybody have a thought about Inprise and BEAS? I don't think BEAS could purchase Inprise - but they could merge? Or will they go (again) for some small names that many people never heard of ? Earnings release: ================ beasys.com

To: David Miller who wrote (558)	8/19/1998 10:23:00 PM
From: softcash	Read Replies (1) \| Respond to of 2477

0.07 versus (.57) ? If a company has expenses due to acquisitions they can report a set of figures that do not include the cost. It is ALWAYS DONE like this BY EVERY COMPANY that has merger and/or acquisition costs. More important though, as BEAS continues to grow they must watch their expenses. I see possible problems in sales and marketing operating expenses - they are growing almost as fast as the company. R&D is almost growing at the same rate. They also need to make sure their gross margins and operating margins do not get out of wack as so many super fast growing companies do.