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Technology Stocks : BMC Software -- Ignore unavailable to you. Want to Upgrade?

To: vibaby who wrote (952)	10/6/1999 5:46:00 PM
From: Sunny	Read Replies (2) \| Respond to of 1492

Yes, I care. however, if the short fall is truely due to timing on booking large sales this may be a great opportunity to add more. The question you have to ask is does this shortfall at the low end of analyst projections a sign that the fundamentals of BMC have changed? Sunny

To: vibaby who wrote (952)	10/7/1999 10:30:00 AM
From: Edwarda	Respond to of 1492

I care also, but I am not panicked. I think it bottoms out around $60 based on estimates of $1.95 and $2.50. The shortfall seems to have centered in Europe and may reflect the integration of the two acquisitions as well as softening demand in Europe. Keep in mind that comparable companies, such as CA and ORCL, have seen the same European phenomenon, which is not surprising when you consider how much of a drain on resources is resulting from Y2K and the Euro. Moreover, the deals that didn't close haven't gone away; in fact, a couple closed on the first of this month.