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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD

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To: Thomas Haegin who wrote (2962)9/15/1999 10:52:00 PM
From: ratlong  Read Replies (1) of 3115
 
I am concerned with the MSFT acquisition of Visio. My immediate reaction was why spend $1.3B on a diagramming tool when RATL always positions Rose as a better product anyway. Visio has been nipping at RATL's heels and taking away the low end of the market, which RATL, in all their glory will turn the head towards, but I think this could signify a change in the MSFT strategy. I wonder whether Visual Modeler has not worked out and they are moving with a more simplistic approach. I think this might have had an impact on the downturn today.

By the way, nice to be back. Hope everyone is well. Hans... you still out there?
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