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Technology Stocks : BMC Software
BMCS 0.008200.0%Nov 14 9:30 AM EST
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To: Edwarda who wrote (1041)1/5/2000 2:27:00 PM
From: Chuzzlewit  Read Replies (3) of 1492
 
Edwarda,

Watson blamed the shortfall on a failure of expected sales and long-term contracts to materialize towards the end of the quarter, and implied that this was due to Y2K issues. He was non-committal about the outlook for the first quarter, although generally bullish for the future:

biz.yahoo.com

I think you suggested that the shortfall was due to pricing pressures from CA and integration issues with the BOOL acquisition. What data do you have to support this view?

I am seriously thinking about re-entering BMCS. The stock looks very attractive at these levels.

TTFN,
CTC
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