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

To: johndelvecchio who wrote (33291)	10/17/2000 5:03:00 PM
From: DownSouth	Read Replies (3) \| Respond to of 54805

Thanks for your comments, john. Your insight into possible spinoff(s) by CA are appreciated. However, just because the ARCServe and distributed platforms/Internet portion of CA is the "best managed part of their firm" does not mean that it is well-managed, relative to other firms. Do you see any Gorilla or King aspects of the products involved in such a spinoff? Who are their competitors in this market? My fear would be that CA would use the spinoff as another way to sqeezit and takethemoney, this time from the new shareholders. Have a look at what an investment in CA would give you over the last 30 months: siliconinvestor.com