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Letter "J" » John Golden Quotes
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«I think the numbers are pretty much are in line with where they should be. They have been penalized in the past because the big deals (with corporations that use their enterprise management software products) have dried up -- and now these big $100 million deals are starting to come back online. I expect them to benefit from that going forward.»
Author: John Golden
«Earnings will be slightly light, ... but revenues will be in line with estimates. Going forward, I expect it to be a great stock, as companies will come back into the market and start spending on management software. My near-term target price is $72. (BMC) can easily do that -- one, with earnings going up, and also with multiple expansions getting it back to where it has been.»
Author: John Golden
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