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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD
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To: Len White who wrote (2208)3/3/1998 4:56:00 PM
From: ratlong  Read Replies (1) of 3115
 
Len,
IMO, Levy and Devlin would run this company and hand it down to their children, that is their commitment here. I don't see them as being the type who are in it for short term financial returns. This was only verified by his approach in the last conference call. It also appears that he decided to take all his lumps at once, two quarters ago, and is now attempting to rebuild credibility. This is probably the most important association the insider purchasing on the part of Devlin and Levy- they do not expect any more blips. It would have been very enticing for many companies to come out and blow away numbers last quarter by recognizing the 10M in revs. He did exactly what he was supposed to do and reiterated, ad naseum, that he would continue to meet expectations. I don't expect anything different.

However, you will start to see upgrades in estimates after the next quarter if they meet numbers again. The backlogged revs mean that the analysts will expect more and the game begins...
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