Re: Earnings
According to www.whispernumber.com, the "whisper number"
for RATL for the upcoming earnings is 0.02 in comparison
to a expected consensus of 0.09, i.e. a negative surprise.
I guess the reliability of this site can be questioned,
but maybe some of the weakness in the stock lately can be
explained by this (if this actually is the word on the street).
I would have guessed that RATL would surprise in a positive
way. From where I work (Scandinavia) RATL has never been
stronger, many new clients, and they have full-page
employment ads for more sales staff and consultants.
Also, Rose'98 have sold quite well I hear.
Another note: Select Software (SLCTY), which was the fastest
growing CASE tool vendor '96, is up for sale. Their last
earnings report was really bad, and according to a press
release a couple of weeks ago they have "received preliminary indications of interest concerning a possible acquisition
of SELECT". Select is rather weak in the US but among the
top competitors to RATL in Europe (it is originally a british company). I don't think RATL would be interested, the
rumour I've heard is that among others, Inprise (INPR,
previously Borland), is a potential buyer.
Best,
/Hans-Erik |
