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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: TEDennis who wrote (10861)	4/8/1998 4:17:00 PM
From: David Eddy	Respond to of 13949

TED - CA in the past bought old tool companies with a tired product line and large client bases. Slight correction here for the bystanders... CA's past model has been to buy product (not service) companies where the customer base is largely locked in & cannot easily substitute another product. It's one thing to say "We're moving away from IDMS (pick your CAproduct)." and quite another thing altogether to actually make that happen. It's one thing to say: "I'm tired of driving Chevys, I think I'm going to buy a Ford this afternoon." Changing software platforms is a whole different game. To it's credit, CA has been masterful in buying these 'past their prime' products... Datacom, Uccel, Endevor, IDMS & many others. Many of the biggest companies in the world (GE, Fidelity Investments, State Street Bank, Charles Schwab, Whirlpool, etc.) are dependant upon these unglamorous, out-of-fashion backroom products. - David

To: TEDennis who wrote (10861)	4/8/1998 8:03:00 PM
From: Hardware Heister	Read Replies (1) \| Respond to of 13949

They stepped out of their 'mold' with the recent CSC acquisition attempt. I guess they need bodies to do whatever it is that they think needs to be done. I can understand their CSC hunger. CSC has a HUGE client base. Not so with SYNT. I am in complete agreement. CSC has a ton of connections. SYNT has a few, but nothing close. KEA is a potential CA acquisition along the lines of CSC, though much smaller, and per head, much pricier. I don't see the KEA family selling out either. Perhaps CHRZ or TSK or CBSL, though again, they are pricier than CSC, have fewer connections, and nowhere near the reach.