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

To: growthvalue who wrote (579)	8/28/1998 11:53:00 AM
From: treetopflier	Respond to of 2477

re: softcash & Y2K Likely has no practical experience with enterprise Y2K issues from the vantage point of IS management and unlikely to have sold for any of these hw/sw companies. Now, just to be sure NO ONE ELSE misrepresents my comments, I like BEAS, its management, its products, its strategy and its future (beyond 2000). You'll be able to buy it much cheaper. Be patient. ttf

To: growthvalue who wrote (579)	8/31/1998 5:45:00 PM
From: treetopflier	Read Replies (1) \| Respond to of 2477

Killing the wounded for softcash -- from Fleckenstein last Friday (www.stocksite.com). <The Japanese 10-year bonds (JBG) closed at a yield of 1.06 percent. Talk about low interest rates; that certainly hasn't helped the market.> Guess I'd have to agree there, wouldn't you? As for BEAS, it has reached $15 WELL AHEAD OF SCHEDULE. I hadn't anticipated this level until late this year. What does it mean? It means lower still. We are likely to see $12 by the end of September. It may be below $10 by yearend. I never thought I'd be saying that. Less than 6 months ago I was holding it at $28.5, was up a couple hundred grand and thought the world was a swell place. Guess it was just a swollen place... ttf