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Pegasystems Inc. (PEGA) Message Board

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  • calcutta_jim calcutta_jim Mar 11, 2008 11:33 PM Flag

    Positive 2008 too

    Don't forget that almost HALF of PEGA's current share price is in cold hard cash....with zero debt. I'd like anyone here to find another stock with top line revenue growth AND a cash balance like this one.

    It will pop when it executes on the forward outlook, or on any good forward looking news prior to or at Q1 earnings release.

    Get rich slow.....

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    • I just got through looking at 5-6 of these for a non-bank related company. We researched and got demos of Pega, Lombardi, BEA, Savvion, Global 360 and ePower (Northrop Grumman). Pega was pretty impressive but in the end the down-select was between Lombardi and BEA Aqualogic. Truthfully, there wasn't a lot of daylight between the top 3-4.

      I don't know that anyone has a clear shot at a major piece of the pie yet. There is consolidation going on and it isn't done yet. BEA bought Fuego and was then bought by Oracle. SAP is working on their BPM suite at the moment (code name Galaxy). IBM bought Filenet. Pega, as a "pure play" may in fact be at a disadvantage because players like Oracle and IBM are adding BPM to an already proven App Server/SOA/Portal stack.


      • 1 Reply to mjgusa_yhoo
      • Good point

        Another is that Pega develops applications built on its BPM, while BEA is a toolkit for developers.

        There is a split out in the market between toolkits vs. applications with both doing well but being different.

        Where IT tends to have a strong say Toolkits often (not always) have a leg up because IT likes to build.

        Business people like tend to like applications because they get the solution to market faster.

        I would also note, that this discussion thread started before Q1 was reported and Q1 was excellent!!

    • Maybe then some analysts will follow it and it will get some respect.

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