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


To: John Westman who wrote (1375)8/19/2000 4:52:00 PM
From: john dodson  Respond to of 1492
 
Not trying to rain on the Murphy parade, but that guy is not exactly a great market timer. He does know his technology, and has had an okay track record overall in his technology fund as I recall. However, he has consistently picked some real duds. An example:

He has pounded the table on IFMX for years. Stock is lower now than it was when he first started recommending it years ago. He just would not let go of that recommendation either. What a dud software company.

I do agree with him that BMCS is still dirt cheap. However, you oughta plan on holding for a while for some pretty big gains.

-John



To: John Westman who wrote (1375)8/20/2000 10:06:20 AM
From: michael97123  Respond to of 1492
 
100 target is for 12/2001--we have plenty of time to get there. He should have revised it, i agree and he has been wrong about the stock but I do think he is right on this time.