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Technology Stocks : BMC Software
BMCS 0.008200.0%Nov 21 3:08 PM EST

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To: Srini Raman who wrote ()10/28/1999 5:31:00 PM
From: Conan  Read Replies (1) of 1492
 
Greetings all:

I'm a value oriented investor who recently bought BMCS at 60 before this month's meltdown and subsequent runup. I bought in more on a hunch than on any specific knowledge of the industry or company. My main investment thesis is to buy well managed software companies with reasonably valued or undervalued stock that sell complete solutions to corporations.

I'd like some views on what would be a reasonable outlook for the company in the next 12 months. I'd also like to know what folks think would be a share price that fully reflected all the value and potential of the company in the next 12 months.

Other investments I currently own are AXNT, CHKP, SYMC, and RMDY. Thanks in advance for any insights.

Conan
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