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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD

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To: diana g who wrote (2681)	10/16/1998 7:55:00 PM
From: Cesare J Marini	Read Replies (1) of 3115

Also, If Asian economies are perceived to be on the road to recovery, money will flow from bonds to sectors which have been depressed by the Asian problems. RATL has been a relatively 'Safe Haven' from Asian woes (except for irrational market-wide sell-offs), so has less to gain from Asian recovery, so may be perceived to have less up-side potential than some others. Not sure I agree with this. First, it's going to be some time before Asian stocks are perceived to be "on the road to recovery." Japan is only just now beginning to address its banking problem, and the threat of a Chinese devaluation of the yuan is still very possible. As long as there is that kind of uncertainty, a significant number of investors will shun the Asian markets. RATL, however, demonstrates what good stocks demonstrate: steady, predictable earnings and good forward-looking stats. And as much of a "safe haven" as it has been, it's still way off of its highs, and is a "recovery" case in itself. I think the upside potential in RATL is quite appealing compared to Asia. Joe

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