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BMC Software, Inc. (NYSE : BMC)

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Techs Lead The Market Higher! SPX, Nasdaq, AAPL, GOOG, RIMM, AMZN, BIDU, BMC, ORCL, SYMC
Wednesday May 28, 2008Wang's Happy Trading Daily Posts

The market was a bit volatile in the morning, but the techs were strong enough to push the market to close with some solid gains. Yesterday, in my Market Forecast, I said, “We are also seeing money being rotated. Techs are now looking better than the overall market.” This morning, on...

Business Week. CPI data.
Monday May 12, 2008StockWeb

MondayEconomic: Treasury Budget ($157.5B)Earnings: CryptoLogic (CRYP), Holly (HOC), Hecla (HL), JA Solar (JASO), MBIA (MBI), Sprint (S), XM Satellite (XMSR), Clearwire (CLWR), Fluor (FLR), LDK Solar (LDK), Time Warner Tcom (TWTC), McDermott (MDR), Nuance (NUAN)TuesdayEconomic: Import / Export, Ret...

BMC: Street Overreacting to BMC’s BladeLogic Purchase
Wednesday March 26, 2008Stock Market Beat

My latest column is up at RealMoney. In it, I explain why I think the negative reaction to BMC Software’s (BMC) purchase of BladeLogic (BLOG) was overdone. In summary: BladeLogic is growing nearly 40% annually, compared to just 5% expected growth in BMC next year. By my calculations, it incr...

BMC Software Loses 5 Percent After Agreeing To Acquire BladeLogic
Monday March 17, 2008SchaeffersResearch

BMC Software (BMC: sentiment, chart, options) is trading on a loss of more than 5% after the firm said it has agreed to acquire BladeLogic (BLOG: sentiment, chart, options) for $28 per share, or about $775.1 million. The acquisition will take the form of a tender o...

Enterprise Software Outlook Strong - But is it Enough?
Friday August 10, 2007Stock Market Beat

With the much anticipated consumer slowdown now looking more likely it is becoming increasingly important for business to take up the spending slack. As I have mentioned before, that hasn’t been happening. Still, the GDP numbers are backward-looking by quite a bit so I thought I would take a...

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