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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD

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To: dustydent who wrote (3049)10/4/2000 2:55:21 AM
From: Thomas Haegin  Read Replies (2) of 3115
 
Dusty, Randy, All,
are you sure that there really are no news (earnings warning) lingering? A 26% drop really is a bit too much for a non-event... OTOH, on the last conf call management was very bullish, and I think it's unlikely that business turned 180 degrees for them over the last 2 months...

I'm still long and not concerned at this point. We had a marvelous run for 3 years now. Maybe this is just another great buying opportunity. At this time that's what I believe, but I will have to check my other resources and may wait till after the conf call to buy more RATL stock. Actually even if they would still warn - which would be very late now - or outright miss their targets, depending on the reasons given, it's worth buying more. Let's see...

greetings,
Thomas
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