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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: johndelvecchio who wrote (32763)	10/3/2000 5:10:12 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

John, I've never studied CA's business model, so I can't address that issue. I do feel though that when investors have a choice in investing in leading products with mass-market acceptance or potential, the preferred choice is to invest in a pure play instead of a play that is dramatically less pure. --Mike Buckley

To: johndelvecchio who wrote (32763)	10/9/2000 10:41:00 PM
From: Rick	Read Replies (1) \| Respond to of 54805

Has anyone done analysis on Computer Associates? My feeling has always been, "why bother." Even if CA makes a profit its management would find a way to keep it for themselves. - Fred