Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (14977)	7/5/2000 10:16:52 AM
From: Kirk ©	Respond to of 15132

Hi Eric Hard to say if the BMCS problem is company specific. cbs.marketwatch.com Often when you get major shifts in technology, companies that are slow to adapt suffer greatly. Consider how Xerox suffered of late as HWP is eating their lunch in the copy business. Today, clearly you have to meet your numbers or people will not want your stock. With the huge premium being paid for growth, companies had better keep growing too. BMC is predicting a 50% earnings decline so I sure would not want to buy the stock until I saw earnings growing again OR it had a p/e of about 10.