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Technology Stocks : Computer Associates -- Ignore unavailable to you. Want to Upgrade?

To: rupert1 who wrote (2813)7/31/1998 10:04:00 PM
From: BostonView  Read Replies (2) | Respond to of 5232
 
One thing that struck me in the sales memo;

Mention of CA guiding the numbers down "7%". I hadn't read this anywhere, and did not listen to the cc. Can someone comment on where or how this was originally disseminated? Wondering if it was in private session with the analysts?

Also, I'm curious if anyone out here uses Cowen & Co. I've checked their website's most recent July 27th "research update", and conspicuous by it's absence was any comment on CA. These guys, led by raging CA bull, Gary Kaminski (sp?), make market in CA and have long been table pounders. Now nothing. Curious.

BV




To: rupert1 who wrote (2813)8/1/1998 1:58:00 AM
From: Paul V.  Respond to of 5232
 
Victor,>I, for one. would appreciate some informed, reflective analysis on the thread based on numerical analysis of expected revenues and earnings linked to p/e ranges for this stock and
the industry.<

CEO Wang on Aug 9, at the stockholders meeting will have the opportunity to give us some indication. But will he.

Paul V.


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