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Technology Stocks : Computer Associates

CA 25.11

+0.1%

Nov 26 4:00 PM EST

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To: The Rancher who wrote (2662)	7/22/1998 1:20:00 PM
From: rupert1	Read Replies (1) of 5232

Rancher: Thanks for your explanation of the site license issue. It was mentioned by Faber on CNCB this a.m. when he was quoting the analyst from Prudential (I think) who had flagged it as a problem. Does your little bird tell you how much a problem it is in terms of absolute revenues and as a percentage of total revenues and over what period of time. Also, is there no advantage to CA from the change in the market for these licences, nothing they can work to their advantage?. About your little bird, did he cheep early enough to get you out on time? Did anyone listen to the CC? I am surprised that the price has descended to 37-38 with no significant technical bounce today. The initial commonsense impression I have been picking up all day from media comment that it is an overreaction. I had expected a bounce to $44 and a slow climb back to $47 within a month or two. There are comments flying about regarding a board meeting and a possible share buy-back announcement - anybody have anything to add? Victor

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