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

To: Uncertain Walker who wrote (3050)	11/25/1998 2:09:00 AM
From: BostonView	Read Replies (1) \| Respond to of 5232

No fancy extrapolation, Brian, since I won't crunch new numbers for CA til the Spring. But, we already KNOW what Sanjay had to say during the last CC about the pipeline for all products across all geographies for the calendar year end Q, as well as CA's traditionally strong fiscal 4th. Add to that the sudden turnaround in Asia and other once-ailing economies and the likelihood that the big deals will start getting booked again over the next couple of Q's and, well, CA begins to look like it's old self again, growing revs and earnings in the +/- 30% ballpark. Also, it may be too soon now, but at some point the robust expansion in services headcount is going to kick in...a nice little new profit center that could surprise alot of people next year. Now that I think about it, I was probably too conservative in my 12 month projection of 87.50, but I guarantee you, I'll be much closer than that bozo analyst who rates it a BUY with a $49 target. Pathetic. BV