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Technology Stocks : BMC Software
BMCS 0.008200.0%Nov 7 9:30 AM EST
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To: deeno who wrote (1215)2/28/2000 9:00:00 AM
From: Edwarda  Read Replies (1) of 1492
 
deeno, in early January when the company pre-announced, I posted extensively on why I think it's "dead money" and about the correlation with MIPs shipments. I'll simply repeat now that BMC's revenues are more tightly tied to MIPs shipments than are CA's or CPWR's.

Meanwhile, no, they are not winning more than their fair share of contracts. CA has been taking renewal contracts away from BMC. I have posted repeatedly on this issue as well.
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