Tuesday, April 19, 2005

Is CA done ?

Computer Associates last week bought out Concord Communications (CCRD) at a 70% premium. CA now has a full suite of management tools, that will force HP and IBM to respond.

I did not own Concord, seeing it as overvalued and not likely a target. Instead, I placed my bets on Visual Networks (VNWK) and Opnet (OPNT). Both these remain attractive and are still targets.

Micromuse (MUSE) is also worth watching. I may add a few at a later point.

With this purchase, I think CA is done with management. There is more to come on the security front. These 2 were mentioned as focus areas for CA going forward.


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