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BEA Systems

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  1. The Federal Reserve’s New Repo Facility

    Enterprise software developer BEA Systems BEAS reported limited fourth-quarter results on Feb. 22 that were slightly below our estimates. The company reported only sales figures for the quarter as its internal investigation into historical stock option grants continues. Although guidance for fiscal ...

  2. Oracle's Bets in Telecom Are Underappreciated

    Recent acquisitions of Tekelec and Acme Packet leverage the company's wide moat.

  3. Third Quarter in Stocks: Volatility Returns to the Markets

    Subprime and housing woes lead to wider asset repricing.

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