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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD

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To: Thomas Haegin who wrote (2155)	2/11/1998 11:11:00 PM
From: ratlong	Read Replies (1) of 3115

Unfortunately I don't have time to address the post about the different levels and the migration path for VM to professional and enterprise, but I will try to touch on it later. Hans... I had a good laugh with your contact today- I congratulated him on the quick turnaround time. I think he answered your questions- I'm surprised you guys don't know each other- you may know Ivar? People, Rational's presence is second to none at this show. They are kicking ass- you can feel the confidence. They seem to be stretched on the hiring part- they came by our booth looking to recruit people until one of my people told the person we were a Rational partner. They won a major Jolt award last night for best new technology and Grady Booch gave a major talk today mid-conference. Their booth is swarming with people- it looks great from a market acceptance perspective. Anyone who is considering Platinum, Cayenne or Select as competitors should see this show- they are now where to be seen compared to Rational. Hans, BTW, I couldn't agree more that the process, business and technical, is going to be the booming market. Let's hope. One more thing- Smart Money magazine is doing an article on the SI thread I think it is within the next month. Keep you eyes out for it. More tomorrow, but suffice to say that their Microsoft stratetgy is going to seriously pay off- this new pricing and product model is tailored to capitalize. Talk to you all later.

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