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Technology Stocks : Computer Associates

CA 24.96

-0.1%

Dec 2 4:00 PM EST

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To: babette spatz who wrote (3563)	9/3/1999 12:52:00 PM
From: Harry Landsiedel	Read Replies (1) of 5232

babette spatz. Re: "My focus is really on the stock price." It might be wiser to think in terms of potential value in the future. 1) If you believe that only 5% of the servers have been built that will be needed for e-commerce, as Craig Barrett of Intel believes, and... 2) If you believe that all these servers will have to talk to each other, and... 3) People will need to buy software so servers using all kinds of OS's can talk to each other, and... 4) Computing power of mainframes will continue to grow as e-commerce increases, and... 5) Software companies, like CA, will be compensated for their intellectual property, by charging a fee as new servers or MIPS are brought on line... Then ragging on a company for a few measly points on the stock price seems pretty short-sighted, doesn't it? HL

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