SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : BMC Software
BMCS 0.00820-2.4%Oct 30 4:00 PM EDT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: john dodson who wrote (1426)9/19/2000 7:48:06 AM
From: michael97123  Read Replies (1) of 1492
 
"The next leak was IBM's $200 million investment in a database business segment, which could directly compete
with BMCS. The message here--an already weakened company was vulnerable to IBM taking away more and
more of its business. Bottom line: the concern (fear?) is that if this starts materializing in any significant way, this
"short term" weakness in BMCS may not be so short term."

Just a thought John. There has been much talk this past year about an IBM buyout of BMC. My first reaction to the IBM announcement was that it was a warning shot across the bow--the warning being sell out to us for the best price you will get for quite awhile. Imagine an offer on the table at 40 lets say--with BMC back at 19,it suddenly looks much more attractive. And from an IBM perspective; Why reinvent the wheel? BMC would be a perfect fit. It would be a well received deal on the Street as well, imo.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News