Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Don Dodge who wrote (595)	9/28/1998 10:11:00 PM
From: David Miller	Read Replies (2) \| Respond to of 2477

From a product positioning perspective, this is a good looking acquisition. Netscape got Kiva, Sun got NetDynamics, now BEA has WebLogic. Management must be getting a little stretched round about now, what with swallowing TopEnd recently as well. I hope they work in an ego-free environment. The technology folks will be having conniptions trying to work out how to marry some venerable Tux code with some sexy Java stuff (on top of the fun and games already under way with ObjectBroker and MessageQ). It would be interesting to be a fly on the wall at some of those meetings... Sales will be spending most of their time reworking their customer presentations, trying to remember what they said to which customer and when, while trying to find a price book... Finance will be tearing their hair out trying to keep up with all the surprises that appear after each new acquisition, while at the same time trying to persuade somebody - anybody - to produce a new business plan. Marketing is at lunch, celebrating another great leap forward. david