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: JakeStraw who wrote (565)	2/14/1999 7:45:00 AM
From: MAURICE J. SADOWSKY	Read Replies (1) \| Respond to of 1492

INTERESTING COMMENT: In the Chicago Tribune business section today an article discussing the market roller coaster so far this year as follows: "Carl Wittnebert, research director at TrimTabs.com Investment Research in Santa Rosa, Calif., says if a ny word characterizes the general investor mood this year, its "caution". TrimTabs tracks cash flows in and out of mutual funds and sees no sign of schizophrenic behavior by investors. There's generally a lot of risk aversion, Wittnebert said. Although stock mutual funds attracted a relatively strong $19.6 billion in January, according to TrimTabs estimates, aggressive growth funds, which include technology funds, have experienced net outflows so far this year. Technology (funds) did not take in much money, despite the huge rally last month. That's surprising because investors do tend to chase rallies" End of quote from article. Makes some sense to me since BMCS has one of the highest institutional ownership of stocks I tracks.

To: JakeStraw who wrote (565)	2/15/1999 10:35:00 PM
From: norm chin	Read Replies (1) \| Respond to of 1492

"True, but if the discount is 32% or more one would think it pays to take a chance..." Now, how do you ever get a 32% or more discount in this type of situation? Perhaps, you could enlighten us on this. As the saying goes "There's no free lunch..." If I recall correctly, the deal is that for each share of BOOL one gets 0.6+ share of BMCS. From what I have seen so far there was never (and there's nothing to indicate that there will ever be) a significant discount in the share price of BOOL relative to BMCS since the impending deal was announced.