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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Shane M who wrote (43743)	1/18/1999 11:24:00 AM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

Shane, I have owned the stock and traded options on BMC software many times in the past. I don't have a current position. I think they are a terrific co. supplying database manipulating software to businesses. They are kind of in the middle of their valuation range, which is o.k., too. And I am a major fan of the way they pay incentives to employees to keep them innovative and productive. However, I think firms such as BMCS are going to suffer greatly in 1999-2000 as firms 1. cut back IT spending due to lack of eps. and 2. Try to solve Y2K problems and hold down potential problems by opting for status quo on their software. Against that argument is the fact that BMCS does provide software than makes some cos. more productive. So, I don't see revenues or eps going away, but I see growth disappearing temporarily. This is a minority view and many street analysts love the stock. If you went long on it, I would recommend buying calls in a 90/10 or other disciplined money management system. MB