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Technology Stocks : BMC Software

BMCS 0.00820

-2.4%

Oct 30 4:00 PM EDT

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To: Sonny who wrote (1439)	10/6/2000 1:30:34 AM
From: john dodson	of 1492

To dovetail onto the stronger IBM share by year end, I have it from some of my IBM buddies that earlier in the 3rd quarter before IBM made its run to $130 (back in the $110 range) that Lou Gerstner had set a target for IBM of $160 by year end. Course it made a nice run into the low $130's after that, but has come back with the rest of the market quite sharply. A potent IBM stock price would definitely be the best time to use stock as currency to boost IBM's software aresenal! As for IBM gobbling up BMCS, I've been beating that drum basically since the beginning of the year. However, I'd be real surprised if either BMCS gave in right now or if IBM would actually make the offer in a down market. Stranger things have happened though! -John BTW, definitely buying more BMCS on these dips. It's been painful as of late, but like you, I believe BMCS will be way higher 1H, 2001. Huge reward for relatively limited downside, IMHO.

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