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

To: Ted Herring who wrote (4641)	7/5/2000 10:16:10 PM
From: Box-By-The-Riviera™	Read Replies (1) \| Respond to of 5232

Ted.... you talked about CA zooming in and "fixing" the current problem... like they can... if it's not food coloring.... the blaming of slow execution in the euro market to me is quite significant...two years ago or so...they fired everybody in europe for such a problem..sanjay flew there and did it in person... I think....if it's not BS... no one will be fired this time....this time it is a capex/euro growth problem...and if that is the case...and persists.... a whole bunch of companies are in deep do do as US sales growth slows/without the supporting euro market...let alone asia......this is a very significant statement on the part of ca if there is merit to it.... Nasdaq...the last chimera for those still lusting for greedy spoils without supporting fundamentals are in for a six month further rude awakening... CA pointed the way today (yesterday) if my theory is true... we'll see. so what.. on the security software... how much of the business is predicated on that... the issue here is software/services/internet vs. mips base... if both are now slow growth areas...forget everything for now. J