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Technology Stocks : BMC Software

BMCS 0.00520

-36.6%

Nov 3 2:14 PM EST

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To: John Westman who wrote (1375)	8/19/2000 4:52:00 PM
From: john dodson	of 1492

Not trying to rain on the Murphy parade, but that guy is not exactly a great market timer. He does know his technology, and has had an okay track record overall in his technology fund as I recall. However, he has consistently picked some real duds. An example: He has pounded the table on IFMX for years. Stock is lower now than it was when he first started recommending it years ago. He just would not let go of that recommendation either. What a dud software company. I do agree with him that BMCS is still dirt cheap. However, you oughta plan on holding for a while for some pretty big gains. -John

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