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To: EL KABONG!!! who wrote (4631)7/5/2000 2:58:30 PM
From: Ted Herring  Read Replies (3) | Respond to of 5232
 
IMO a steal at these prices. Management is decisive and will move quickly to address these problems.



To: EL KABONG!!! who wrote (4631)7/5/2000 6:00:29 PM
From: Box-By-The-Riviera™  Respond to of 5232
 
Hi Kerry...

I think she would have said a couple of things...first...wait to see what IBM has to say about their main frame sales, probably probe further CA's reference to a slow down in their Euro market business (this really should be studied IMO...given the impact it could have on other companies...plus any slowdown in the US), and perhaps she would say or take a look at how the street might be going with them in the 2 qtr future (trust/consistency etc)......

CA today became bigger than itself...if what they had to say is true and not food coloring.... this could be an early indicator of how capex is going to look in the "new" market....

btw....she had the utmost respect for Sanjay... she thought he never lied and she thought he had one of the best minds in any company anywhere... I won't debate that with anyone here...it is immaterial.

regards

J