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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD

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To: ellray who wrote (3073)11/16/2000 3:29:09 PM
From: Kimrric   of 3115
 
Venturist Ann Winblad in Nov 27 _Forbes ASAP_:

"Investors should search for differentiated breakthrough technology vs. reinvented business models...The edges of the Internet are still rough, while customers' expectations are higher than ever. Akamai, which offers products that cache content across widely distributed Internet applications, and Rational, which for the past decade has provided state-of-the-art tools for code development, are just two examples of companies defined by clear and potentially sustainable technology advantages targeted to real consumer needs."

page 268. --Kimrric
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