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Technology Stocks : Computer Associates

CA 25.10

+0.1%

Nov 21 4:00 PM EST

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To: Peter Eicher who wrote (2835)	8/3/1998 9:01:00 AM
From: Box-By-The-Riviera™	of 5232

thanks for your interesting response.... yes a report from the meeting would be highly welcomed.... How bout........SAP buys CA.... let's put it this way.... CA losing half it's value makes them appear to look pretty edible ... hhhhhhheeeer leezerd leeezrd leezrd. I agree the services aspect appears to have become the real achilles heel....on top of the accounting story....which fell apart when the sales basis for it did..... like so many others .... a case in point being IFMX..... although white's moves there probably should put him in prison when you think about it........ Lots more work needs to be done on all of this before where all this is leading will become clear....that's seems sure... I liquidated all my positions about six weeks ago out of market concerns.... but yes.... CA could have easily affected me and very badly I might add. I still find BTW the threat employees will quit has stopped their services aquisitions strategy a little shaky.... would be much better if you could be more convincing on this particular point.... laterz Joel

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