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Technology Stocks : Computer Associates

CA 25.10

+0.1%

Nov 21 4:00 PM EST

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To: DEER HUNTER who wrote (2769)	7/29/1998 6:55:00 PM
From: mrknowitall	Read Replies (1) of 5232

You're not alone, but I hope you haven't been keeping stocks like CA as major portions of your portfolio; "He who lives by the sword, dies by the sword," on this one and any other accounting-inflated revenue and acquisition-driven, no-eps glamor/growth stock. There is so much hype around these companies - and a lot of it is based on the sheer "cult of personality" that surrounds their CEO's. I think the market is starting to look at these kinds of companies and is realizing there is a price to pay for the "make the quarter by whatever means" approach to running a business.

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