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Technology Stocks : BMC Software

BMCS 0.00820

0.0%

Nov 7 9:30 AM EST

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To: T-Lo Greens who wrote (1190)	2/4/2000 11:43:00 PM
From: MikeyT	Read Replies (1) of 1492

BMCS value should be calculated based on what IBM software division brings in. I believe IBM software margins are quite high. Between the different processor group pricing, and monthly license charges I would guess it is at least easily 30-50% gross profit margin. If BMCS is absorb into IBM, there is one less competitor for IBM to worry about. Takeover value? I would think anything less than $70 would be a sin. With IBM stock up high, I'll bet if it happens it will be a stock swap. Mikey

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