Hans,
I got a good laugh out of the article- seems like a bandwagon play if I ever saw one. The funniest thing is that these web companies don't have the discipline or focus to use Rational tools. I think they will eventually have to, but right now, it seems like many of them are graphic artists, not engineers. In other words, I doubt you see too many people are aerospace, telecommunications and financial services suddenly switching to build software for EBAY or TGLO or CDNW.
However, these companies are burning cash so quickly, they just might be buying Rational products.
Seriously, I think this is fine, but I hope this is not representative of them changing their core focus. We'll have to see. Hans, I agree with you that software is software, but I don't know about the adoption in this space.
As for holding up, we seem to be in a range of 23 to 25 1/2. It doesn't seem to worried on the low end. I would expect to see us test 30 in the weeks after the earnings announcement- especially if the performance is a repeat one.
This board has dried up because we seem to be reiterating the solid nature of this company. How about we start to try to identify our risks. Anyone have anything to start with? |
