Comments on: Write up of the Computer Associates Industry Analyst Symposium 2006 Day One

By: Bill Higgins

Bill Higgins — Tue, 01 Aug 2006 22:47:59 +0000

harsh words mr stiennon.

to be fair to CA they do have some pretty solid products in a number of spaces. historically where they fixated on maintenance? It was certainly core to the portfolio M&A business model.

But CA is winning new license customers for many of its software lines-and is actually more aggressive about not recognising software revenues under GAAP than many other firms. the market is really very different from the mainframe tools era.

By: Stiennon

Stiennon — Tue, 01 Aug 2006 04:08:35 +0000

So, seriously, does CA actually sell products that people buy? Or do they tag on huge line items to existing support contracts?

By: James Governor

James Governor — Thu, 27 Jul 2006 16:44:45 +0000

great question ARonaut- my take is just make NDA what is a trade secret – make everything fair game except that which is identifed otherwise. if someone says something they shouldnt then politely ask the group to respect the secret. at last year’s event CA’s CEO let slip the company’s next acquisition target – there was nary a peep from the assembled analyst throng…

By: ARonaut

ARonaut — Wed, 19 Jul 2006 19:58:39 +0000

Are you trying to say that CA is taking one step too far with its NDA? What guidelines AR professionals should apply?

By: Cote'

Cote' — Wed, 19 Jul 2006 06:13:08 +0000

Tragic… You know how much the embargo/NDA stuff drives me nuts…

By: Ric

Ric — Wed, 19 Jul 2006 05:34:45 +0000

Sounds to me like it WAS content-free (or should that be content-closed?) …