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Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST
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To: Gus who wrote (14256)5/20/2002 10:07:15 PM
From: Gus  Read Replies (2) of 17183
 
EMC Software + Services Revenues PLUS
BMC Software + Services Revenues 
Last 8 Quarters

        EMC        BMC      1+1=2.0      

MRQ    520.8      332.0      852.8
7      624.0      320.2      944.2
6      479.2      293.8      773.0 
5      729.5      339.2     1068.7
4      699.5      422.8     1122.3
3      682.5      385.5     1068.0
2      493.7      323.0      816.7
1      484.7      372.7      857.4


This move could expand the total addressable
software opportunity for EMC from the
current $5B-$6B a year to around $21B-$23B.
It could also add about $1.1B in cash and
marketable securities to EMC's existing $5.3B
hoard for a total of $6.4B.

This is not the first time that this rumor
has made the rounds. I recall that this rumor
first surfaced when EMC and BMC were
collaborating on the development of
TimeFinder and other products sometime in
1997 or 1998.


BMC Software
Revenue Mix
Last 4 Quarters

Business Segment 	 Q102   Q202	 Q302     Q402

Mainframe Data
Management 	        128.7	99.0	112.8	 109.2

Distributed Systems
Data Management 	 34.1	30.2	 29.9     31.1

Enterprise Data 
Management Software     162.8  129.2	142.7	 140.3
PATROL 	         	 68.1	62.4	64.8	  70.3
Mainview 	 	 38.2	32.6	34.4	  35.7
Scheduling and
Output Management        27.7	28.2	33.1	  35.7
Enterprise Systems
Management Software     134.0  123.2   132.3	 141.7
High Potential 
Product Lines 	         20.6   19.0	19.8	  27.3
Other 	         	  1.9	 1.3	 1.2	   0.9
Other Software 	    	 22.5	20.3	21.0	  28.2

Total Product 
Revenues                319.3  272.7   296.0	 310.2
Professional Services    21.7	22.4	22.4	  21.6

Total Revenues 	 	341.0  295.1   318.4	 331.8
										
* Excludes $2.6 millon related to the 
accelerated recognition of a portion of 
the deferred maintenance from the sale of 
BMC Software's EDP products to Striva.

bmcsoftware.com

The Storage Software landscape.

gartner.com
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