BEA Systems Inc. (BEAS)

All Comments on BEAS

  • commenter
    Burns
    Oct 15 07:14 PM
    Analysts Give BEA Scant Hope For Alternative To Oracle Bid [view article]
    I thought the original offer from Oracle was more than fair. I understand that BEA was undervalued, but it wasn't that undervalued. Looks like I was right. Now Oracle has some room to wiggle as far as offers go. BEA may pay because of their recalcitrance. Carl Icahn's goal is to sell BEA. Oracle may just offer a bit lower price now and BEA may not have a choice but to accept it. If BEA balks corporate ties could be used to pressure BEA www.newsvisual.com/new... . Reply
  • commenter
    PC&G
    Oct 15 11:46 AM
    Five Major Questions On Oracle’s BEA Buyout Bid [view article]
    I don't know if I quite agree with BEA that the company was as undervalued as it claimed. Yes, I know BEA was an undervalued stock, but I think the price Oracle offered was more than fair. As far as the deal goes, the author is right that it will go through once all the haggling gets done. They have enough backchannels so that negotiations shouldn't shut down www.newsvisual.com/new... . Reply
  • commenter
    Muggle
    Liaison
    Oct 14 01:11 PM
    Oracle and BEA: Getting Uglier By The Minute [view article]
    I believe an Oracle acquisition of BEA has made sense for quite some time. Oracle has the fastest-growing line of middleware products and has systematically strengthened them over the past few years through both internal innovation and acquisition of technology to broaden their capabilities. Competition from BEA has become much less threatening than it was 5 years ago. This acquisition appears to be more about increasing market share than it is about elimiinating competition (BEA has been doing a good job of eliminating itself without help from Oracle). Also, Oracle's concern about 'shifting value to BEA's management team' is right on target...they don't want this to be an opportunity for BEA executives to line their pockets at shareholder expense. Reply
  • commenter
    peoplsoft
    Oct 14 10:53 AM
    Oracle and BEA: Getting Uglier By The Minute [view article]
    Amen, look at the Peoplesoft acquisition. Oracle wanted their cash and their maintenance stream. They wanted to get rid of a competitor in the application space. they've accomplished all three.

    but this is business, not about value to the customer.

    The line in their letter 'shift value from BEA’s shareholders to the management team' that is ALL THIS IS EVER ABOUT, except now it is shift BEA's value to ORACLE's MANAGEMENT staff. Oh sure, oracle's stock will go up a little bit for big short term stockholders who will then sell. But it's really about their ultimate hurt, feeling 2nd fiddle to microsoft always.     Reply
  • commenter
    Kill the
    Innovation
    Oct 13 04:50 PM
    Oracle and BEA: Getting Uglier By The Minute [view article]
    It may make sense for investors, but Oracle buy will definitely kill the innovation in BEA. Oracle has been struggling to get to the cutting edge and standard compliance for there middleware products, but have not been successful.Same will happen to the BEA products if they buy it. Over the period of years the products will be out of standard compliances and out of innovation.Broken Oracle support will further deteriorate it.

    Oracle intention is to kill the competition in the middleware market from BEA. If the customer who have invested in the BEA technology have to reamain happy stay in the leading edge using the BEA products in the long run BEA should remain as BEA...

    -Anil

    Reply
  • commenter
    ratsharp
    Oct 13 12:53 AM
    Oracle Bids $17/Share for BEA Systems [view article]
    try looking at oracle's purchases ..where they start the bid and where they end ... the answer my friend is blowing in the wind ... so use 17 as a base..and then use a simple risk reward.. Reply
  • commenter
    King Kang
    Oct 12 03:33 PM
    Oracle Bids $17/Share for BEA Systems [view article]
    BEA is now saying that the offer from Oracle is too low. This seems a bit of stretch to me. I know BEA was undervalued, but not by this much. Could be the beginning of another bidding war. Well, if that does happen at least these backchannels for negotiations should remain open www.newsvisual.com/new... Reply
  • commenter
    Dennis
    Byron
    (Research
    2.0)
    Oct 12 08:34 AM
    My Website
    Oracle Bids $17/Share for BEA Systems [view article]
    Given the reported October 9 date on the Oracle letter to BEA management, I guess Larry couldn't even allow one day to go by with SAP surpassing Oracle in the middleware market (as Oracle defines middleware). SAP probably had a few short hours ahead of Oracle based on SAP's acquisition of Business Objects on October 8.

    I hadn't even backcast for this week's earlier news yet because it's never over 'til its over. But for BEA, I do think it's over. It was a good run, Alfred. Who would have thought there was so much value in some AT&T Tuxedo distributorships?     Reply
  • commenter
    jturano7423
    Sep 26 09:31 AM
    Jim Cramer's Mad Money Lightning Round Picks, 9/20/07 [view article]
    joyfl1 Sept.26th Check out 'PFE' $24 dollar range. If bought now within six(6 months) you will see a nice return on your money.
    The stock was mentioned on FAST MONEY, cnbc.
    This is what Cramer should be speaking about on television to shareholders instead of touting 'NSTK' as a speculative play, let alone 32 times since March 16th, 2007.
    If HYPE was NSTK'S leading drug the stock price would be a $100 dollars today!
    NSTK should pay Cramer for being their best public relations spokesmen in NSTK'S history!     Reply
  • commenter
    joyfl1
    Sep 23 08:00 AM
    Jim Cramer's Mad Money Lightning Round Picks, 9/20/07 [view article]
    For Jim Kramer:
    I am still working full time but am 7 years past "retirement age"
    You are so Fantastic! Without you people like me would have no clue how and when and in what to invest. Many thanks.
    P.S. I took you advice and bought Federated Dept. Stores and the next day my shares doubled. Even though it went down, it goes up again and now from 10 shares I have 50!!! I am trying to educate myself in this business.     Reply
  • commenter
    jturano7423
    Sep 21 10:18 AM
    Jim Cramer's Mad Money Lightning Round Picks, 9/20/07 [view article]
    Sept.21st Jim Cramer is still beating the drums for NSTK. The 31st.Tout since March 16th. On Sept.26th
    they will speak at ubs Gobal Life Sciences Conference to give insight and repeat what was on their 10k with forward statements. That doesn't mean buy with both fiests and if you read Biotech Blitz by Michael Shulman regarding RNAI that will extinguish the HYPE Cramers' been touting since July 26th on his Video. Let me know how Cramer feels come March 2008 when year end earnings report comes out. I'm sure shareholders will see new lows! Other companies are getting kiled left & right by the FDA lately, and Nstk is not bullet proof!     Reply
  • commenter
    Dennis
    Byron
    (Research
    2.0)
    Sep 06 11:01 AM
    My Website
    Consider Shorting Oracle Following Tibco's Guidance [view article]
    Good logic but keep IBM in mind as well.

    Financial services made up 27.5% of IBM's revenue in CY 2006, a higher split than BEA, Oracle and TIBCO (according to the numbers above). Of course, that revenue includes more than just technology (as does BEA's, TIBCO's and especially Oracle's revenue). IBM's success outside the U.S. may protect it from the U.S. subprime thing but apparently TIBCO's international business did not protect it.     Reply
  • commenter
    schumi danke
    Aug 19 11:09 AM
    BEA Systems F2Q08 (Qtr End 7/31/07) Earnings Call Transcript [view article]
    Good job done Reply
  • commenter
    ratsharp
    Aug 14 09:33 PM
    BEA Jumps On Upgrades By Bear Stearns, UBS [view article]
    ubs had been bullish on beas while merrill had an out of consensus sell ... ML won the first round..
    doesnt look like the beas call has any legs ... forget any buyouts till credit crisis is over ..... or atleast till beas becomes much cheaper...     Reply
  • commenter
    Brian Croner
    May 30 03:26 PM
    My Website
    Time To Invest In Service Oriented Architecture [view article]
    I agree with the article. Software services, like web services, make software service delivery easier. Plus, I'm against calling software a "good." It's intangible, in its operative form. So it doesn't align correctly to distribute it as if it were a "good" when it's more of a design of service. It ultimately becomes uncompetitive (or anticompetitive just to survive a little longer, like Microsoft). Reply
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