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Technology Stocks : BMC Software
BMCS 0.008200.0%Nov 7 9:30 AM EST
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To: Edwarda who wrote (1214)2/27/2000 12:55:00 PM
From: deeno  Read Replies (2) of 1492
 
"As I have posted on this thread earlier, this is "dead money" for a couple of quarters until
customers work through the bulge in MIPs that they purchased for Y2K testing and have
been moving over to production. Some time around the end of the third quarter and in
the fourth quarter, things should pick up."

I agree with the comment, but just wondering, They dont "sell MIPS" they provide software/tools that charges by the MIPS. So the fact that these companies are asimulating MIPS should not materially hurt current prospects. It would just not allow for rapid growth/price increases until more equipment arrives. Does this company in your opinion have no more prospects then the growth of users MIPS facilities? Are they not winning more than their fair share of contracts? Would this then be a cyclical company, rather then a growth company?

The general agreement of people that I talk with agree "this is dead money for awhile" The investment opportunity though, Is that when MIPS growth revitalizes and the company performs very well in the meantime- without MIPS growth , we should get a leveraged growth of revenue, earnings and finally market momentum and consensus. In summary what is your take on the company WITHOUT MIPS growth; growing, shrinking, stable?
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