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To: mrknowitall who wrote (2786)	7/30/1998 1:33:00 PM
From: gerard mangiardi	Read Replies (1) \| Respond to of 5232

WRong, the co has a history of cash deals including the attempt for csc.

To: mrknowitall who wrote (2786)	7/30/1998 1:37:00 PM
From: John Solder	Respond to of 5232

Wrong. Who said they will be going after someone the size of CSC. Charles said he intended to build with smaller blocks next time.

To: mrknowitall who wrote (2786)	7/31/1998 8:09:00 AM
From: P.M.Freedman	Read Replies (1) \| Respond to of 5232

>>Charles no longer has the market capitalization to go after the likes of CSC, and given recent performance, it would be VERY costly to raise a line of credit to do a cash purchase.<< Yes, you are right! CA is a buy-to-growth company. They don't spend $$$ on original R&D and don't open new markets by themselves. They just kept buying those beaten-down companies to get their technologies and customers. If they stopped acquiring companies, the Street will trash them anyway. CA will return back slowly if the whole software markets keep bullish. However, in a bearish market, it might return quicker because it would have more opportunities to do acquisitions which the Street likes. Actually, I like Charlie Wang's style to do run his company. He knows how to build a tower without foundation on the Street.