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Technology Stocks : Rogue Wave Software (RWAV)

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To: Oliver Hahn who wrote (174)10/29/1999 1:13:00 PM
From: Randy Ellingson  Read Replies (1) of 231
 
Oliver-

I think one of the biggest issue people worry about with RWAV is that their business lately has not shown the same signs of growth as the software industry in general. That's death for a business (and certainly for a stock). RWAV is definitely the riskier stock (with apparent potential for more upside), but if you do not understand their role and why their business will improve in the future, I'd stay away. As I am, but that's not saying much. I do own RATL, and do not see RWAV as a competitor to RATL (possibly as a partner though).

Best wishes,

Randy
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