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

To: Elmer Flugum who wrote (1477)	3/13/2001 3:54:17 PM
From: michael97123	Read Replies (1) \| Respond to of 1492

bmc and ca have been perfect as a hedged trade--havent done it but always buy bmc when it is 4 or 5 points away from ca. Last week this time bmc was actually higher and i sold. Today i purchased bmc back 8 points lower.

To: Elmer Flugum who wrote (1477)	3/14/2001 12:28:33 AM
From: john dodson	Read Replies (1) \| Respond to of 1492

Exactly right. The volume is an indicator as well. 16 million +, which is 3 times normal daily volume for BMC. Probably doesn't hurt to push the stock down to have a nice low number on which to base performance since moving to the NYSE. Just a conspiracy theory in addition to the NAS 100 selling. Damn from $32 to $21 lickity split. Oh well, my confidence in BMC was getting to strong anyway! Anyone worried about earnings/revenues short term? Sure the comparisons are easy for year/year and even quarterly numbers. However, if this accross-the-board slowing spending has hit other enterprise software stalwarts, I'm finding it very tough to believe that it hasn't also hit BMC. That'd be all we need. A warning and this stock is back to $15 instantly. Then again, an affirmation that BMC has turned the corner, and has renewed revenue growth and we're on the train to $50. Let's hope for the latter scenario! Good luck fellow BMC'ers, John -John