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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD

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To: diana g who wrote (2679)	10/19/1998 3:19:00 AM
From: Thomas Haegin	Read Replies (1) of 3115

Mostly OFF-TOPIC: Diana and Hans-Erik, << RATL dropped off this morning when word of my sale got out >> Yeah, I saw that drop... Thanks for spoiling our RATL party <g> ! I'm sorry to pass up on the tickers you provide. Now that I know how your opinion rocks the market, I should start investigating though <g>. Seriously, I don't know much about the biz econmies in the oil service field. I saw the some oil service stocks coming unto some screens of mine, but I'm hesitant because of my lacking knowledge. In principle I agree that oil price is way low now. We have XON in some portfolios... not very fancy I guess. I think though I could own the big oil service guns like SLB or HAL. HAL also has a prospering contract construction business. Hans-Erik, for another interesting Russian play besides the obvious oils like Tatneft or LUKoil, have a look a Vimpelcom (NYSE:VIP). They are traded in Frankfurt also. They are a mobile phone sevice provider. They are pretty unique in Russia. Their subscriber base is growing nicely, and they are managed quite well IMO. They have modern western equipment (from Ericsson I think) and they use western accounting. But I don't know how they presently cope with the economic turmoil over there. We probably have to wait and see in their next quarterly report due out soon. Stock has been at $56, was down to $5 some weeks ago, now around $10. I follow them but no money in it yet. greetings to all, Thomas

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