BMC Software Inc.  (BMC) Trade Now »     Rate BMC  -  Discuss BMC  -  Add to Watch List        

Filed under: Earnings reports, Analyst upgrades and downgrades, Dell (DELL), Home Depot (HD), Toyota Motor Corp. (TM), Technical Analysis, Stocks to Buy

BMC Software (NYSE: BMC) provides software used by large enterprises to manage computer systems and company services. Among the functions addressed are business process scheduling and integration, application and database performance, and recovery and storage management. Customers include Dell (NASDAQ: DELL), Home Depot (NYSE: HD) and Toyota Motor (NYSE: TM).

The company surprised investors last week, when it reported fiscal Q4 EPS of 63 cent

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 increases BMC’s revenue growth rate by 180 basis points, which should have a significant impact on valuation models.

What’s more, I think there were signs that BMC’s growth was due to accelerate on its own. Deferred revenues had declined slightly over the past nine months, which can act as a d

That bear market is gnawing at my portfolio! (Or is it a bear yet? Supposed to be a 10% correction---it ought to be close). My recent purchase of BMC Software (BMC) was undone this morning as the stock hit an (8)% loss and I sold my 210 shares at $31.61. These shares were just p

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Earlier today I wrote about how I sold a portion of my Harris (HRS) at a gain giving me the "permission slip" to add a new position. So I had a nickel in my pocket waiting to be spent! Now I know you are going to point out how the Dow is plunging (as I write it is down 360.9