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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD

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To: diana g who wrote (2765)	1/8/1999 7:00:00 PM
From: ratlong	Read Replies (2) of 3115

The four horsemen... Hans- your statement about RATL not being the same company in 2 to 3 years is exactly what eats me up right now. Usually you can read a companies strategic transition and quite frankly, I see RATL focusing on dominating their market, but I don't see the next transition. Once I get a sense of where they will be in 2 to 3 years, I might move one way or another. For example, look at SLCTY Component Manager. It is next generation technology yes, but at least you see where they are going. PLAT- they are trying to drive dev tools into the data management install base. RATL seems to have been running with their head down trying to consolidate their products, but what is next? Hans- What are your thoughts on the big announcements? I also got the flyer and may check out the session. Those are -six- pretty serious heavy weights. Walker Royce is very well-regarded. You have a guess on the new announcements? Possibly RUP licensing deals to large service/consulting organizations? Possible announcements that RUP is being submitted to OMG as a standard. Would be interested in your thoughts... Anyway, while we have already benefitted from the upside, I don't see much of a change that this will drop significantly. I still think we have a lot of room to grow. BTW, D- I agree with your apprehension with insider selling. If I didn't own it, I probably wouldn't buy it right now.

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