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To: DEER HUNTER who wrote (2769)	7/29/1998 5:36:00 PM
From: OldAIMGuy	Respond to of 5232

Hi DH, If interested to see how the AIM investment method would have handled CA, take a look at the graphs at: execpc.com AIM seems to confirm your "....time to buy I would think." Best regards, Tom

To: DEER HUNTER who wrote (2769)	7/29/1998 6:09:00 PM
From: Rob Rob	Read Replies (3) \| Respond to of 5232

deer hunter, This is unreal. We are down 45%. Now I bought this stock quite a while ago and I am still above water but not by much. I am really sorry I just didn't sell in the mid 50's once I knew about mgmt's stock option windfall. As soon as we approached the day those options could be exercised the stock began to stumble. This was followed by good news from the company that sales were doing fine. This is what convinced me to sit tight. I do not trade nor do I want too, but this one really has caught me by surprise. What really is lurking out there that has this market so spooked. I have a bad feeling about this. I have watched MUCHO dollars just evaporate into thin air in less than one week. What we know so far does not justify a 45% decline, especially in light of the revenues generated are not declining or disappearing just the rate of growth is slowing. This stock is acting like what I think the internet stocks will do soon and they have little to no revenues. CA was not a high flier by no stretch of the imagination. The PE relative to the market was moderate. Now we are below all projected growth rates going forward. What gives?????? Rob Rob

To: DEER HUNTER who wrote (2769)	7/29/1998 6:55:00 PM
From: mrknowitall	Read Replies (1) \| Respond to of 5232

You're not alone, but I hope you haven't been keeping stocks like CA as major portions of your portfolio; "He who lives by the sword, dies by the sword," on this one and any other accounting-inflated revenue and acquisition-driven, no-eps glamor/growth stock. There is so much hype around these companies - and a lot of it is based on the sheer "cult of personality" that surrounds their CEO's. I think the market is starting to look at these kinds of companies and is realizing there is a price to pay for the "make the quarter by whatever means" approach to running a business.