Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Rob Fritz who wrote (82150)	7/6/2000 5:30:01 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Rob, I like both companies very much, but neither stock has yet been marked down enough to reflect reality. The reality is that the mainframe business sucks and has actually sucked for several years. These are two of the smartest firms in that niche and both are diversifying quickly and well because they know what is happening. However, they haven't reached enough diversification to keep this long term decline of the main frame business from hurting their earnings for the next year or so. My own preference would be to pick up BMCS under $15 and CA under $22 and if they don't get there, don't play.