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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD

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To: Thomas Haegin who wrote (2581)	7/15/1998 10:15:00 PM
From: GJD	Read Replies (1) of 3115

Levy expects FY 99 revenue to be around 385MM vs the old expectation of $ 375MM. EPS estimates to go to 0.55 from 0.53. Rev. Growth to go to 24% from 20%. FY 00 revenue expectation in now up to $465-480MM and EPS range 0.68-0.74. Levy is one of the best high-tech executives I've ever heard on a conf. call. He swallowed a big pill last Fall by bringing the expectations too low, and has managed these expectations well for 2 quarters. Now he is ready to increase estimates and this is what Wall Street looks for. This stock should break out of this trading range now. GREAT EXECUTION.

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