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.

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

To: Sonny who wrote (1454)	12/25/2000 9:37:59 PM
From: john dodson	Read Replies (1) \| Respond to of 1492

Yep, I'm hoping it's a profitable investment. Half of your target would make me very happy. =-} I do think that most any of the big tech names at these levels are a steal (DELL - $18, CPQ $16, CA $19, MU $34, INTC $32, ...). They are down for a reason though. However, BMCS's transition from mainframes to computer/enterprise networks is kinda interesting. It's far from a sure thing. Hence the very low share price. If they can pull it off, though, while regaining their footing in the mainframe market, we should get back toward a more traditional PE for this company. Something north of 11 is in order! -John