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Technology Stocks : BMC Software
BMCS 0.00820+60.8%Oct 30 11:39 AM EDT

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To: Sonny who wrote (1454)12/25/2000 9:37:59 PM
From: john dodson  Read Replies (1) of 1492
 
Yep, I'm hoping it's a profitable investment. Half of your target would make me very happy. =-} I do think that most any of the big tech names at these levels are a steal (DELL - $18, CPQ $16, CA $19, MU $34, INTC $32, ...). They are down for a reason though.

However, BMCS's transition from mainframes to computer/enterprise networks is kinda interesting. It's far from a sure thing. Hence the very low share price. If they can pull it off, though, while regaining their footing in the mainframe market, we should get back toward a more traditional PE for this company. Something north of 11 is in order!

-John
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