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Technology Stocks : Computer Associates -- Ignore unavailable to you. Want to Upgrade?

To: Crystal ball who wrote (4197)	4/21/2000 5:05:00 AM
From: Edwarda	Respond to of 5232

Crystal ball, I did not "judge" you; I challenged you. Thank you for responding. However, exciting as the neural agent technology is, it is not what is driving the stock over the next year. CA is using neugent technology to enhance its own product line rather than marketing it as you describe. What is driving the stock is the enhanced earnings outlook from synergies with the Platinum and Sterling acquisitions in network management, storage, and application development. The valuation is being depressed by the company's association with mainframes, coupled with IBM's recent disappointment, and by self-inflicted problems at BMCS and CPWR. As I posted to Dinesh, the five-year earnings growth rate and cash flow suggest an appropriate target price of $65 for the next 6-to-12 months.