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Technology Stocks : BMC Software
BMCS 0.008200.0%Nov 7 9:30 AM EST

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To: Susan Saline who wrote (1267)7/13/2000 10:54:40 AM
From: michael97123  Read Replies (1) of 1492
 
Did you liquidate yesterday bmc position? MSFT seems to be handling talk of earnings shortfall very well so far. I think msft woes could be a psychological benefit to bmc. Alot of the talk has been about bmc screwing up. It appears more and more to be a Y2K like phenomena that they got caught in. Sales will come probably sooner rather than later. BMC way oversold here. Only thing that frightens me is that a beaten up stock like bmc may flounder during a nasdq drop and trickle down lower. I just cant see more than a couple points risk here.
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