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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: 100cfm who wrote (21530)3/28/2000 10:11:00 AM
From: Dinesh  Read Replies (2) of 54805
 
RE INTF

I believe Computer Associates' business model is anything
but providing adapters for Legacy to New Economy. FWIW
their cash cow is a network monitor, and they got a plethora
of software titles, actually #3 if ranked by revenues.

By way of comparision, INTF is in a pretty low-tech business

Regards
Dinesh

(who still has some CA LEAPS to close)
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