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

To: michael97123 who wrote (1278)	7/17/2000 11:28:22 AM
From: P.M.Freedman	Read Replies (2) \| Respond to of 1492

The fact that the whole software sector become soften in last quarter is very interesting. We should not blame IBM for knocking BMCS down. I believe that the Microsoft breaking-up case is the key to slow down the software sector. I agree with you that BMCS could be considered as a take-over target because of its values. The management software sector need a consolidation to eliminate some competitions. Yes, IBM's lotus could take over BMCS to beef up its product line to fight with SAP and CA, as well as PSFT. Both SAP and CA may also eye BMCS.

To: michael97123 who wrote (1278)	7/20/2000 11:40:51 PM
From: john dodson	Read Replies (2) \| Respond to of 1492

Interesting conspiracy theory. Kinda goes along with my post of a few weeks ago proposing the idea that IBM is interested in BMCS(which met with a huge THUD, BTW!) I still think that they are. If BMCS drops much more, I bet we start hearing talk of an IBM takeover. To cheap to pass up. RE: "If that's the case then BMC becomes a takeover target by IBM because of the quality of their software. Maybe that was IBM's plan in driving down the price of BMC and CA for that matter." Message 14012363 -John