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

To: deeno who wrote (1215)2/28/2000 9:00:00 AM
From: Edwarda  Read Replies (1) | Respond to of 1492
 
deeno, in early January when the company pre-announced, I posted extensively on why I think it's "dead money" and about the correlation with MIPs shipments. I'll simply repeat now that BMC's revenues are more tightly tied to MIPs shipments than are CA's or CPWR's.

Meanwhile, no, they are not winning more than their fair share of contracts. CA has been taking renewal contracts away from BMC. I have posted repeatedly on this issue as well.



To: deeno who wrote (1215)2/29/2000 12:14:00 AM
From: General Crude  Respond to of 1492
 
No. Rationally, it appeared to be "Dead Money". Today, it surely wasn't "Dead Money". Actually, the whole market has been acting like "dead money" except a few stocks. The point is that you never really know; the rules of the game always seem to change just as we figure them out.

Good Luck,

GC


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