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 0.008200.0%Oct 31 9:30 AM EDT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: john dodson who wrote (1429)9/20/2000 8:06:31 AM
From: michael97123   of 1492
 
"However, one has to wonder why BMC would want to sell out just now, especially given the extreme weakness of
the stock over the last several months. Why sell at the bottom?"

John,
If you sell at the bottom here maybe you get 40 bucks from ibm as fair value or maybe more. If you stick it out you have to compete with those guys (not on a level playing field as it is their mainframes). BMC would do ok in that environment and the stock would go back to 40(or more) in a year or two. Why wait? The only way the above scenario wont work out is if BMC kicks ibms butt in direct competition. That is Max's call but from what i have read in past few months is that bmc sales force disheartened and in turmoil. IBM turning the screws. Soon I will believe all of this stuff, John. Buyout here is logical. Mike

PS What would be your guess as to a fair buyout price in this environment? 40 was strictly pulled out of the hat for me.
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