BEA Systems Inc. (BEAS)

All Comments on BEAS

  • commenter
    CrossProfit
    May 18 04:03 AM
    My Website
    The Calls Don't Lie: Overseas Sales Continue To Outpace U.S. Ones [view article]
    Agree.

    See our comment from 4/27/2007
    usmarket.seekingalpha....

    CrossProfit (IL)     Reply
  • commenter
    Frank Li
    May 15 06:14 PM
    Possible Software M&A Targets [view article]
    Wonder how the attractiveness of these stocks as take over targets jives with the shift to software as a service, which these companies are often poorly positioned for. See:

    Salesforce.com Separates Apex Platform From CRM Applications     Reply
  • commenter
    Jonathon
    May 15 04:50 PM
    VMware: The Start Of Something Big In Virtualization? [view article]
    With regards to virtualisation I would have a look at Xen - this was developed in Cambridge and is opensource. There is a commerical version (check out xensource). It can run both Linux and Windows (ironically if memory serves Microsoft had helped fund some of the original development but then withdrew access to Windows code - so they in effect blocked Windows running on Xen).

    However the Linux community is adopting it very rapidly. Even for a standalone Linux box just running one server there are reasons (stability, ability to fork lift to another server) to run everything on Xen. For server consolidation it is a no brainer.

    In the windows realm things are more complicated with both VMware and Microsoft looking to dominate. However I think it worth noting that Xensource has a 'strategic relationship' with Microsoft and allows both Windows and Linux to co-exist.

    I think with dual and quad core processors server virtualisation is a no brainer - my only issue is that I think analysts are extrapolating too much and not realising that Xen, Xensource and indeed Microsoft are real threats to VMWare over the longer term.     Reply
  • commenter
    Phil Obal
    Mar 20 08:38 PM
    My Website
    BEA Systems: Ripe for Activist Picking [view article]
    I love technology stocks because I have been involved in software development for 20+ years.

    BEAS is a kinda maybe becareful stock. Most software companies that are worth their weight have zero percent long-term debt. NOT the case with BEAS. How come? That makes me cautious before investing - wondering why the debt load - what caused it. When a company has low or zero debt - they can run through the 'tough periods' without much issue. But when they have debt and a tough period (remember what Sept 11th did to technology companies? in Oct Nov Dec and 2002 it was tough - people just put their buying plans on hold - even 2003 was slow) - then it's much tougher to grow and survive.

    I will analyze BEAS some more, but need to see some significant insider buying, reduction of debt, and high growth. Waiting on those things....     Reply
  • commenter
    Patti
    Taggart
    Mar 13 03:04 PM
    Jim Cramer's Mad Money Lightning Round Picks, March 12 [view article]
    Miriam Metzinger do you have any idea what Volpi from Cisco will be doing next?? Reply
  • commenter
    Miriam
    Metzinger
    Mar 13 12:52 AM
    Jim Cramer's Mad Money Lightning Round Picks, March 12 [view article]
    Cramer has been bullish on Blockbuster for the past few months. He feels that BBI is "moving aggressively into Netflix's turf." Reply
  • commenter
    paul.bisenie
    ks
    Mar 12 11:33 PM
    Jim Cramer's Mad Money Lightning Round Picks, March 12 [view article]
    Why Blockbuster? Or am I just being retarded? I thought they were heading to hell in a handbasket. Please someone, explain it to me.

    The Biz     Reply
  • commenter
    Dennis Byron
    Jan 20 09:02 AM
    My Website
    Will Oracle Pass BEA In the Middleware Market? [view article]
    Hi Robert. Thanks for the comment. In my phrase in the last paragraph of my December 21 SeekingAlpha opinion, "if Fusion doesn't do the job," I am referring to Fusion in the broadest sense, just as Oracle does in defining middleware. I do not mean just the application server, lower case (not just OC4J if that helps).

    As the original post tries to argue, Oracle's broad definition of middleware is what will allow Oracle to "overtake BEA" in Oracle's fourth fiscal quarter
    -- BEA doesn't offer products in most of the categories that Oracle (and IBM, SAP and Microsoft) call middleware so of course Oracle will eventually be larger (unless BEA acquires someone in the 4GL, business intelligence/analytics or collaboration markets).
    -- I have never understood Oracle management's obsession with this claim (which is always made to the investor community, not to those of us that follow the technology closely) because it is so misleading.
    I can only conclude it is an attempt to divert attention from the broader picture.

    That big picture, under the numbers, is that Oracle is really competing against IBM, SAP and Microsoft with Fusion middleware, not BEA. Fusion middleware is still just in the process of becoming a suite (I think Oracle calls it a platform) in the way that WebSphere, NetWeaver and implicitly the middleware bundled into NT already are (because the others have been at it longer and/or are less dependent on acquisitions). That's why I still think there's a chance Fusion in this broad sense "won't do the job" for your applications guys as they try to truly integrate the many application architectures (10, I think, last time I counted) they have inherited.

    If that happens and Oracle needs another middleware suite to put under its next-generation apps, BEA would be a good choice (or the best of some bad choices:
    -- SAP and Microsoft would make no sense because they are the direct applications market competitors
    -- IBM would probably be a bad choice culturally although I think the market would accept it).

    (Hopefully it's clear from the above that I am looking at SAP NetWeaver in this same broad way, not just at its application server, lower case. In fact, I have said publicly that I think that the NWAS is NetWeaver's weak link and I would like to see SAP get something like the TP-monitor capbility that was built into Basis under their next-generation apps.)

    Dennis     Reply
  • commenter
    Robert
    Pierce
    Jan 16 04:36 PM
    Will Oracle Pass BEA In the Middleware Market? [view article]
    Dennis, I work for Oracle so one could say I'm probably a little biased than your average investor. Your perspective is insightful, as always, however, I do have a couple questions about a sentence you wrote at the end of your Dec 21st post: "If Fusion doesn’t do the job, Oracle is unlikely to turn to Microsoft or SAP for help. Given the history of IBM with the Oracle J.D. Edwards products and ill-fated plans for IBM to work with the Oracle PeopleSoft products, perhaps Oracle would make a middleware deal with the devil. But the real easy answer for Oracle as a fallback middleware position would be BEA."

    What were you referring to when you said if Fusion doesn't do the job? Do you mean if Oracle's app server doesn't work for its next generation application architecture? I'm pretty sure that train's already left the station. Also, you mentioned SAP as an app server vendor that Oracle would be unlikely to turn to if "Fusion doesn't do the job". Were you lumping Netweaver into the category of third-party app server provider along with the likes of BEA and IBM? Just curious. Oracle has its challenges just like every other software company in the market, but having a proven and viable app server isn't at the top of the list. SAP's enterprise apps are indeed a formidable competitor to Oracle's but I don't believe SAP will be selling their "app server" to other app vendors anytime soon. Nor will SAP likely be included in the near future into IDC's or anyone else's reports that identify leading app server providers.     Reply
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