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Technology Stocks : BMC Software

BMCS 0.00820

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Nov 7 9:30 AM EST

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To: Susan Saline who wrote (1250)	7/12/2000 9:40:28 AM
From: Box-By-The-Riviera™	Read Replies (2) of 1492

WSJ story today re: possible slow win2000 sales...but then again, we heard warnings about yahoo, only to discover, the warnings should have been about beating estimates.... on the other hand..... the outlook will be what counts.....and we have seen this kind of scrutiny for about two years...since capex estimates etc used to rule projections.... looks like they are starting to rule again....along with the continueing valuation "question.".... J

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