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Technology Stocks : BMC Software

BMCS 0.00820

+60.8%

Oct 30 11:39 AM EDT

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To: Elmer Flugum who wrote (1444)	11/10/2000 3:18:34 PM
From: WinWiz	Read Replies (1) of 1492

One factor explaining why the BMC decline recently... MSFT announced on 12 Oct in San Francisco (Bill Gates actually performed the announcement at his keynote for the Intel Exchange conference) that they are entering the operations management space, as a result of a technology licensing and co-development deal MSFT entered into with NTIQ. It was interesting to hear during the press briefing after the announcement a MSFT answer to one of the press questions of how this may affect BMC, CA, HP, Tivoli, etc., that MSFT is now in "coopetition" with those ISVs...competing directly with them on the basis of operations management software while cooperating with them on the basis of encouraging them to develop applications for the future MSFT operations manager product. Gartner, Meta, and other technology analysts are now predicting a problem for BMC moving the Patrol products forward against MSFT and NTIQ in the NT/Win2K customer marketplace. This likely does not bode well for BMC when considering that the IBM mainframe marketplace's outlook is arguably dim while the MSFT platform marketplace continues to grow (inc the "scale up" progress of NT into the traditional mainframe space). More info at microsoft.com .

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