That's what I love about this company. They really don't seem to care what analysts think. Also from the conference:
Rerun City
Given a chance to strut their stuff to money managers and
big investors, Computer Associates (CA:NYSE) executives
decided to play an old message.
Computer Associates, which one fund manager described as
"the company everyone hates right now," probably won few
new fans when it presented late Tuesday. Not only did the
systems-management-software company fail to send its
CEO or financial chief to address investors, it gave the same
presentation it made last week at the NationsBanc
Montgomery technology conference in San Francisco --
down to the slides and even the same jokes.
In bragging that the winner of the Formula One car races
used Computer Associates technology to monitor car
systems, Yogesha Gupta, senior vice president of product
strategy, quipped, "Of course, we take all the credit for that"
-- the same line he used last week on the West Coast.
Maybe it was the fact that Computer Associates was in the
last time slot for the day and fund managers were tired and
hungry, but Gupta got a heartier laugh from last week's
audience with that line.
The audience lost interest quickly, despite recent news that
it had acquired Computer Management Sciences
(CMSX:Nasdaq). So tired and restless was the crowd that
when the company rolled out a Computer Associates
videotape/commercial at the end, one fund manager seated
in the back of the room loudly reminded the company that
the presentation time was up.
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