From the Goldman Sachs Conference by CBS Marketwatch. Note the last sentence: "IT heads indicated Computer Associates (CA) as the sole loser in the survey."
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"The Internet, Y2K and e-commerce software topped the list of priorities among information technology heads, analyt Richard Schutte told the conference. The findings are part of the Goldman Sachs information technology survey conducted among chief investment officers at Fortune 700 companies. Goldman analyst Rick Sherlund said the companies seen gaining momentum as information technology spending increases will include: America Online (AOL), Cisco (CSCO), Dell (DELL), EMC (EMC), IBM (IBM), Intel (INTC), Microsoft (MSFT), SAP (SAP), Sun Microsystems (SUNW) and Yahoo (YHOO). When polled, IT executives held a "neutral view" of the following companies: Compaq (CPQ), Hewlett-Packard (HWP), Oracle (ORCL) and PeopleSoft (PSFT). IT heads indicated Computer Associates (CA) as the sole loser in the survey. |
