Shares of Computer Associates, BMC Software, Compuware Corporation, and others have suffered serious setbacks on the stock market in recent days due to shortfalls in revenue. These companies are direct competitors, and are all suffering the same fate in the stock market. Once again, the dreaded Wall Street 'whisper number' has not been made, and the stock market has reacted harshly. Sales of mainframe software have softened, causing much of the shortfall.
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reacted harshly. Sales of mainframe software have softened, causing much of the shortfall. As examples, shares in Computer Associates (NYSE:CA) dropped as much as 42 percent at one point, even though their revenue has increased to approximately $1.25 billion, compared to $1.22 billion in the same quarter last year. BMC Software (NASDAQ: BMCS) dropped 31 percent after it announced an approximate 50 percent drop in revenue compared to the same quarter in the prior year. Market Impact Many of the vendors