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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD

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To: ratlong who wrote (2254)	3/10/1998 2:20:00 PM
From: stock talk	Read Replies (1) of 3115

Trevor, You are obviously very well educated in this arena. Your post was very well respected by me. Just a few points, <I think their challenge is that 45% marketshare for RATL is going to be tough to take back.> From CAYN last conference call on which I participated, when asked about Rose, Cayn stated "that is where we are achieving our largest success according to our field sales reps". When asked about the win rate, CAYN stated it exceeded 88%. It would appear they are taking market from RATL, so it would be my expections, that if in fact CAYN is making inroads we may see it reflected in a weak Q for Ratl. <Finally, we have seen expectations being moved downwards over the past couple of days. RATL has entered their quiet period, I believe, and only DMG moved their estimates down. That means Goldman and H&Q were confident. I think that is a good sign because RATL could have taken the opportunity to align peoples expectations. I expect good things from RATL this quarter.>

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