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Technology Stocks : BMC Software

BMCS 0.00820

0.0%

Nov 7 9:30 AM EST

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To: Box-By-The-Riviera™ who wrote (1173)	1/26/2000 10:44:00 AM
From: Edwarda	Read Replies (1) of 1492

Aw shucks! I just wish I could do it all the time.... One of the things that I find noteworthy is that the replacement business that CA is going after is the DB2 business. This business is BMC's bread and butter. Clearly, the long-awaited head-to-head competition is heating up and we are going to see more aggressive pricing in fiscal 2001. It's a great company, but this is a time of transition. Meanwhile, it's going to be eating up deferred license revenue. It's too early, IMO, to look for the stock to do well.

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