Computer Associates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Computer Associates

CA 25.10

+0.1%

Nov 21 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: The Rancher who wrote (2858)	8/3/1998 6:07:00 PM
From: rupert1	Read Replies (1) of 5232

Rancher: So, apart from the admittedly serious problem of client reluctance in continuing with the arrangement, CA seems to have been positioned rather nicely compared with other software firms? One of the crucial issues in evaluating the stock, then, is to be able to quantify the loss of revenues arising from this license problem within a given time-frame and translate that as an effect on earnings. One of the institutional analysts - I think it may have been Prudential - made quite a fuss about this issue the day after earnings, and I assume he got his information from the CC. But I saw no quantification, unless it was included in the equally mysterious 7% figure, which also seems to have emerged from the CC and which seems to be the expected depletion in growth in the next quarter. Victor

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next