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 Technology Stocks | BEA Systems (BEAS) - Undiscovered Growth Stock


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To: Melissa McAuliffe who wrote (534)8/5/1998 1:46:00 PM
From: Larry Leeth   of 2477
 
Re: BEAS and NEON Competitors?

NEON's primary product (NeoNet) is basically a 'message broker'. It's middleware without an integrated transport. A 'message broker' can be extremely useful in terms of application integration, but it must be used in conjunction with a message transport product.

NEON is indirectly a competitor due to the recent partnership with IBM. MQ Series will now support NeoNet as its message broker.

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To: Melissa McAuliffe who wrote (540)8/5/1998 2:36:00 PM
From: Talk_cents   of 2477
 
PSFT and BEAS AND PSFT and NEON

Peoplesoft and BEA Systems
======================================================================
peoplesoft.com 

A development and marketing agreement with BEA Systems, Inc. and
the planned integration of BEA's transaction middleware product,
BEA TUXEDO. By integrating and bundling BEA TUXEDO with its full
line of enterprise applications, PeopleSoft will enable its applications to connect and interoperate using two primary communication paradigms: request/reply (synchronous Remote
Procedure Calls, or RPCs), and publish/subscribe messaging. Along
with its strength in handling high-volume transaction processing environments, BEA TUXEDO will significantly enhance PeopleSoft's delivery of globally implemented, distributed applications
solutions;

peoplesoft.com 

PeopleSoft?s Three-tier Architecture

All PeopleSoft applications that are release 7.0 and above include
a three-tier processing option with integrated BEA TUXEDO middleware. By using BEA TUXEDO on the PeopleSoft application server, users
are able to accommodate very large volumes of concurrent users with robust load-balancing and fail-over recovery capabilities, providing
for continuous operations. This architecture provides an efficient split between the application server and the client, thereby increasing the speed, performance, and security of each
transaction.

peoplesoft.com 

The Client: The client can be any workstation with abrowser that supports Java, such as browsers provided by Netscape, Microsoft and others. The only installation required for PeopleSoft?s internet solution is the browser itself, all other components are downloaded
at the time of execution including the PeopleSoft Web client. The Web
client runs our universal applications and communicates with the application server using BEA?s JOLT or Java OnLine Transaction processing. The Web Client will use caching to optimize network performance.

The Application Server: The application server is managedby Tuxedo from BEA. Tuxedo has long been regarded as theindustry?s highest performing, most reliable and open teleprocessing monitor. This gives the PeopleSoft internet solution enterprise-strength scalability and performance. In addition it provides fail-over recovery and load balancing. Tuxedo?s messaging capability provides secure communications through the use of encryption technology. The PeopleSoft application service running under Tuxedo provides the business rules and workflow capabilities of PeopleSoft?s enterprise applications.

peoplesoft.com 

Thin Client Option: Windows and Java Clients
With the highly flexible PeopleSoft 7 architecture, developers can create a single application definition, then deploy the application
on both Windows and Java clients, without the need for third-party
web development tools. The new Java client makes it possible for
customers to deploy PeopleSoft applications on the World Wide Web.

The Java client can be downloaded on demand from the server to the client desktop. It is deployable with Java-enabled browsers on multiple platforms including the newest network computers and can be connected via intranets, extranets, or the Internet. The Java client takes advantage of PeopleSoft?s new three-tier architecture by using the BEA Jolt middleware product for connectivity to the PeopleSoft application server.

Peoplesoft and NEON
======================================================================
peoplesoft.com 

Integration Solution for Financial Services

PeopleSoft has partnered with New Era of Networks (NEON) to license
and market NEON Business EventManager, an integration application
that links PeopleSoft Financial Services applications with disparate systems across the organization. Business EventManager automates the integration of multiple platforms, centralize business logic, and provide business user control.

"For companies replacing their back office systems, the integration
of existing transaction processing systems is a huge challenge,"
said Martin Mackay, global industry strategy director for
PeopleSoft's financial services business unit. "Business
EventManager offers a flexible solution that reduces the costs of integration and allows for ongoing maintenance by business people rather than technical people. The result is greater access to
information and better overall productivity."

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To: Talk_cents who wrote (542)8/6/1998 3:29:00 PM
From: Thomas Zoran   of 2477
 
anyone else notice the enormous block trades today on BEAS? Looks like yesterday saw a 150,000 share trade, and today had two 250,000 share trades. I am having a hard time believing these are sells, considering the current valuation of BEAS and the fact that its market is only starting to grow now. Institutions may be accumulating at these low levels.

Just a thought,
Tom

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To: Thomas Zoran who wrote (543)8/6/1998 4:11:00 PM
From: treetopflier   of 2477
 
Nice bounce.

BEAS was on somebody's shopping list this afternoon. Goldman, is that you??? How long can you prop up the whole market?


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To: Thomas Zoran who wrote (543)8/6/1998 10:44:00 PM
From: softcash   of 2477
 
Extremely flat with 2-3x normal volume, then an big spike... WOW!

Today's volume behavior was strange from almost the beginning
of the day. I noticed fairly heavy volume but yet the price
remained VERY flat. The volume around 12pm was almost 500k -
this has well over 2x than before. We all know what before was like!
Low volume, and depressing down trend. But, the price was so flat
for such heavy trading it was kind of bizarre!!!

I left the building and came back later to see the geyser near the
closing bell - strange thing #2. Hopefully this will be a good omen.

Like I said some time back - this should be an interesting month!

Look at this page:

tscn.com 

Note, the above is a five day page.

The 10 day looks interesting too -

tscn.com 
Flat, then spike.

Look at how flat that price is!! But is was with heavy volume!!!
Then, to cap it off, a 1.5 point spike just before the bell.
Prior to this EXTREMELY abrupt spike was trading so flat that it
was about 1/8 point difference MOST of the day with heavy trades.
Then the 1/8-1/4 trading zone was blasted away with that big spike -
WOW.


Looking forward to see what the open will be!! I doubt very much
if it will be flat like it was today. Correct me if I am wrong,
but this behavior from a technical chartist standpoint doesn't
usually indicate a downturn.


PS

In reference to an earlier post or two - some one mentioned that they
couldn't believe if the big blocks were sells.

Most of the time when someone sells, SOMEONE else BUYS!!!!!

and visa-versa!

What's important is to identify interest - and it was revealed
today after a long wait!!!

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To: softcash who wrote (545)8/9/1998 2:41:00 PM
From: softcash   of 2477
 
Microsoft a middleware leader?: It's going to be long time!

Reference to article:
techweb.com 

Near the end of the article:

"All of which bodes well for Unix. "The message that Unix
is dying is premature," said Bretzmann. "We still have the
Unix marketplace being the largest server environment into
2002, with twice the revenue of Windows NT," he said. The
high-growth application areas of decision support and ERP
applications are happening on high-end Unix servers."

I believe that before MSFT can become a dominate player in the
middleware business, NT must make larger gains on UNIX.
UNIX is much more scalable and reliable than NT. MUCH MORE!!!
It will be quite awhile for NT to catch up to UNIX and
mainframes! This bodes well for BEAS since most of their business
deals with mainframes and UNIX.

In the meantime, BEAS is still making its product offerings
robust, scalable, and enhanced. They are collecting pieces
that fit well together. They are enlisting the talents of many
top-notch consultants and beefing up their service enterprise.
MSFT is not making inroads in most of these areas.
areas.

Not to mention the UNIX world will be in the 64-bit realm very
soon. Look how long it too Microsoft Windows software to get to
32 bit after the first Intel 32 bit processor was released -
a very long time, years in fact!! I suspect that Microsoft
will not allow many years to lapse by after Intel's 64 bit chip.
But I am sure it will take about 2 years minimum. Look how long Microsoft took to get a Windows update out for Windows 95. It took
them 3 years! This is a very long time considering there really
isn't too much more to Windows 98. FAT 16 and FAT32 is about the
most major thing. Windows 98 is NOTHING to be proud of. In fact
I wish I didn't install it on my PC. Windows 98 is very flaky.
I was almost all the way through installation when Windows 98 developed a severe memory lapse - it lost the CDROM driver! I had
to perform a work around by copying files from the CD to my hardrive. Even after I installed it I have problems from time to time on boot-up. It seems to loose track of drivers. Microsoft likes to put product out but many times their products are not so good, not so well tested!

Microsoft's weaknesses are UNIX's strengths.

If Microsoft had this many problems with Windows 98, I suspect
it might be a very long time before they have a 64 bit OS!!!
Maybe more than 2 years. BEAS will have 64bit software long
before Microsoft will even have a 64 bit OS.

Now of coarse, Microsoft once it realizes that the Middleware
market isn't so easy, may decide to use some of its monetary
clout and buy 2 or 3 middleware companies.

In summary, I can't help to compare Microsoft's Windows 98/NT to
some recent world history. Hitler and Communist Russia want to have one nation. They wanted to rule the world. Look at what happened
to them! They lost miserably. I am sure not too many people would disagree with me that Bill Gates would like to see his Windows
98/NT OS be the OS for not just PCs, but for all computers big and small. He would like to see Microsoft OS run in a Palm Pilot type
box all the way up to the big boxes, the mainframes. It's just
not going to happen very quickly. There are a couple things preventing Microsoft world domination: Microsoft, the Government,
and UNIX. Microsoft prevents it because they make software riddled with mistakes and they are slow to market. The government doesn't
like countries or companies that get abit out of control and portray monopolistic tendencies. I think that Bill Gates will soon need to build an office at the White House campus. He will be visiting
White House officials for a long time to come. The government lost face several times and the government isn't going to stop until it
can draw alittle blood. Finally, UNIX is robust, scalable, and reliable.

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To: softcash who wrote (546)8/13/1998 5:46:00 PM
From: Talk_cents   of 2477
 
BEAS earnings announcement will be August 19 at 2pm PST (after close)

I called BEA Systems directly and they told me this
about an hour ago.

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To: Talk_cents who wrote (547)8/14/1998 11:52:00 AM
From: treetopflier   of 2477
 
If BEAS won't sustain here it is time to short IONAY

ttf

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To: Talk_cents who wrote (547)8/17/1998 12:27:00 AM
From: treetopflier   of 2477
 
Lot of entuhsiasm about these earnings.

We've been down this road before. Both of the last two quarters. Waited impatiently, good numbers, no continuation of the upward movement. Beware! This isn't a market place that will drive this PE into triple digits and keep it there. If you want to jump in up here, plan on being in it a long while, 24 months +. Still a good stock, just doesn't hold ground over $24 in this market.

Here's to all who jumped in around $16.5! Nice pick.

It can give back half that in a day too. Like it did not too long after each of the last two earnings announcements. You might want to consider locking this in.

Or -- have people really figured out that NEON and IONAY aren't competitors, that BEAS owns the space... nah. Not yet.

ttf

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To: treetopflier who wrote (549)8/17/1998 1:53:00 PM
From: treetopflier   of 2477
 
*OT* No question, time to short NEON and IONAY.

NEON at $40. IONAY at $35.

BEAS won't sustain anything near $24 anymore. NEON and IONAY will be following suite. Already may be too late to sell NEON at $40.

ttf

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