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Technology Stocks : BMC Software
BMCS 0.005200.0%Nov 10 3:57 PM EST

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To: Chuzzlewit who wrote (622)3/5/1999 1:21:00 PM
From: Edwarda  Read Replies (1) of 1492
 
Chuzz, dear, I don't think that the difficulty with BMCS at this point is the in-process R&D issue. BMCS restated for the BGS acquisition already, an acquisition that did not involved an R&D issue but brought into question the ongoing growth in open systems revenues.

I feel no discomfort with the revenue growth as it is in line with my expectations. However, some observers had not adjusted their historic models for the acquisition to ensure pro forma comparisons and apparently were surprised.

BTW, thanks for the little nod. From you it is quite special.

Cheers!
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