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

To: Chuzzlewit who wrote (622)	3/5/1999 1:21:00 PM
From: Edwarda	Read Replies (1) \| Respond to of 1492

Chuzz, dear, I don't think that the difficulty with BMCS at this point is the in-process R&D issue. BMCS restated for the BGS acquisition already, an acquisition that did not involved an R&D issue but brought into question the ongoing growth in open systems revenues. I feel no discomfort with the revenue growth as it is in line with my expectations. However, some observers had not adjusted their historic models for the acquisition to ensure pro forma comparisons and apparently were surprised. BTW, thanks for the little nod. From you it is quite special. Cheers!

To: Chuzzlewit who wrote (622)	3/5/1999 5:02:00 PM
From: AlienTech	Respond to of 1492

>>We are in a holding pattern right now pending resolution of the SEC inquiry into "in-process R&D" writeoffs.<< I thought the recent price action was due to me buying this at 42 or so? The last time I also bought it around there and sold out around 36 to see it go to 47. This time I figure you all can suffer with me as well.. Oh yea you see NETA fly to 50 when I sold it at 42 1/2?