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BEA current again with the SEC
Quinton Wall's Blog |
November 15, 2007 2:04 PM
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Comments (2)
Yep. It took a while but BEA is back and current with the SEC. Whats more profits and margin are way up! (see here, here or here)
With the good news perhaps we should change what the B, E and A stand for to something like Beating Expectations Annually.
What acronym can you think of?
Comments
Comments are listed in date ascending order (oldest first) | Post Comment
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How about Best Enterprise Architecture? Or even Beating Ellison Again :)
Posted by: ctomkins on November 15, 2007 at 9:03 PM
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Quinton, you may have won the battle but lost the war. All the market has ever looked at for companys like Oracle and BEA is license growth. BEA hasn't done that in a bit! 1% decrease overall, 5% decrease in the Americas. Laying off 165 people and improving your profitability and margins is a temporary plus, but the actual numbers aren't all that astounding as the market will bear out (IMHO).
I just don't buy Alfred's comments on Virtualization, BPM, Web 2.0, Communications Server, and BEA's Channel Program being the key savior of the company...and the reason the company is worth $21/share.
I hope I am wrong, but I suspect Icahn is not going to go away any time soon.
Posted by: Dr. BEA Good on November 16, 2007 at 10:26 AM
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