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

To: john dodson who wrote (1426)	9/19/2000 7:48:06 AM
From: michael97123	Read Replies (1) \| Respond to of 1492

"The next leak was IBM's $200 million investment in a database business segment, which could directly compete with BMCS. The message here--an already weakened company was vulnerable to IBM taking away more and more of its business. Bottom line: the concern (fear?) is that if this starts materializing in any significant way, this "short term" weakness in BMCS may not be so short term." Just a thought John. There has been much talk this past year about an IBM buyout of BMC. My first reaction to the IBM announcement was that it was a warning shot across the bow--the warning being sell out to us for the best price you will get for quite awhile. Imagine an offer on the table at 40 lets say--with BMC back at 19,it suddenly looks much more attractive. And from an IBM perspective; Why reinvent the wheel? BMC would be a perfect fit. It would be a well received deal on the Street as well, imo.