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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD

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To: Randy Ellingson who wrote (3097)4/6/2001 8:06:34 AM
From: dustydent   of 3115
 
Randy, et al,

Don't think anybody really expected such a drastic correction and most importantly, the drop in 'investor confidence.' There's a lot of $$$$ on the sidelines.

In all fairness, the NAZ is still trading about 150 times earnings.

RATL still looks well positioned to grow. I just hope I am not too old and frail to enjoy the rebound. I see maybe a little more downside for the NAZ, then more incremental and sustainable growth ahead.

I think the days when we saw our portfolios grow exponentially are over (at least for the foreseeable future).

Dusty
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